+59.2%
EXPD vs MNDY
-78.2%
+137.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -8.1% | +6.6% | -0.8% |
| 7D | -0.9% | -13.3% | +12.4% | +0.2% |
| 30D | +4.1% | -10.2% | +14.2% | +4.8% |
| 3M | +13.8% | -0.1% | +13.9% | +13.3% |
| 6M | +27.3% | +6.3% | +21.0% | +25.5% |
| YTD | +25.4% | -43.3% | +68.7% | +30.3% |
| 1Y | +54.4% | -56.1% | +110.5% | +63.3% |
| 3Y | +67.9% | -51.1% | +119.0% | +69.6% |
| 5Y | +59.2% | -78.5% | +137.7% | +51.0% |
| All | +59.2% | -78.2% | +137.4% | +51.0% |
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