+116.8%
EXE vs MNDY
-49.8%
+166.7%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.1% | -2.2% |
| 7D | -3.1% | -4.6% | +1.5% | -2.9% |
| 30D | -0.9% | +1.0% | -1.9% | -1.1% |
| 3M | +9.6% | +9.1% | +0.4% | +8.5% |
| 6M | -11.6% | +14.2% | -25.8% | -13.1% |
| YTD | -12.6% | -41.1% | +28.6% | -10.3% |
| 1Y | +1.2% | -54.7% | +55.9% | +5.4% |
| 3Y | +18.0% | -50.6% | +68.6% | +20.4% |
| 5Y | +101.1% | -76.7% | +177.8% | +103.1% |
| All | +116.8% | -49.8% | +166.7% | +142.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling