+105.4%
EXE vs MNDY
-77.7%
+183.1%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.0% | -4.7% | -0.1% |
| 7D | -2.2% | -12.5% | +10.3% | -1.2% |
| 30D | -0.8% | -2.6% | +1.8% | -0.8% |
| 3M | +10.0% | +4.2% | +5.8% | +9.1% |
| 6M | -6.3% | +9.8% | -16.1% | -7.9% |
| YTD | -10.7% | -42.3% | +31.6% | -7.7% |
| 1Y | +2.7% | -54.5% | +57.2% | +7.8% |
| 3Y | +19.1% | -50.3% | +69.4% | +21.5% |
| 5Y | +105.4% | -77.1% | +182.5% | +124.1% |
| All | +105.4% | -77.7% | +183.1% | +124.1% |
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