+144.5%
EXEL vs MNDY
-49.8%
+194.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.0% | -4.2% | -2.4% |
| 7D | -4.9% | -4.6% | -0.3% | -4.6% |
| 30D | +11.4% | +1.0% | +10.4% | +11.1% |
| 3M | +4.9% | +9.1% | -4.2% | +3.9% |
| 6M | +34.4% | +14.2% | +20.2% | +32.0% |
| YTD | +28.0% | -41.1% | +69.2% | +31.8% |
| 1Y | +43.6% | -54.7% | +98.4% | +50.4% |
| 3Y | +155.2% | -50.6% | +205.8% | +158.3% |
| 5Y | +181.2% | -76.7% | +257.8% | +179.1% |
| All | +144.5% | -49.8% | +194.4% | +133.6% |
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