+65.9%
EXPE vs MNDY
-49.8%
+115.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.5% | +1.0% |
| 7D | -5.8% | -4.6% | -1.1% | -4.8% |
| 30D | -13.6% | +1.0% | -14.7% | -14.1% |
| 3M | +25.2% | +9.1% | +16.1% | +22.3% |
| 6M | +22.3% | +14.2% | +8.1% | +17.2% |
| YTD | -0.3% | -41.1% | +40.8% | +8.0% |
| 1Y | +27.8% | -54.7% | +82.5% | +44.8% |
| 3Y | +162.4% | -50.6% | +213.0% | +175.4% |
| 5Y | +95.8% | -76.7% | +172.5% | +96.1% |
| All | +65.9% | -49.8% | +115.8% | +66.7% |
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