+52.4%
EXPE vs MNDY
-55.0%
+107.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.4% | -1.4% |
| 7D | -0.5% | -11.3% | +10.8% | +1.9% |
| 30D | -6.1% | -10.8% | +4.7% | -3.7% |
| 3M | -21.3% | -17.3% | -4.0% | -18.6% |
| 6M | +19.0% | +15.2% | +3.8% | +14.1% |
| YTD | -8.4% | -47.1% | +38.7% | +1.2% |
| 1Y | -2.8% | -51.4% | +48.6% | +9.2% |
| 3Y | +120.8% | -49.6% | +170.4% | +131.2% |
| 5Y | +46.2% | -78.6% | +124.8% | +49.1% |
| All | +52.4% | -55.0% | +107.4% | +56.1% |
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 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