+45.6%
EXC vs MNDY
-77.7%
+123.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.7% |
| 7D | -1.6% | -12.5% | +10.9% | -1.6% |
| 30D | -2.4% | -2.6% | +0.3% | -2.4% |
| 3M | -4.0% | +4.2% | -8.2% | -4.0% |
| 6M | -9.8% | +9.8% | -19.5% | -9.9% |
| YTD | +2.3% | -42.3% | +44.6% | +2.5% |
| 1Y | +3.8% | -54.5% | +58.4% | +4.2% |
| 3Y | +19.7% | -50.3% | +70.0% | +19.0% |
| 5Y | +45.6% | -77.1% | +122.7% | +42.3% |
| All | +45.6% | -77.7% | +123.3% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MNDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling