+88.3%
EXPE vs MNDY
-78.9%
+167.3%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | 0.0% |
| 7D | -11.5% | -14.1% | +2.6% | -8.5% |
| 30D | -13.1% | -8.5% | -4.6% | -11.7% |
| 3M | +18.1% | -2.5% | +20.7% | +18.0% |
| 6M | +13.3% | +0.1% | +13.2% | +11.2% |
| YTD | -3.2% | -45.0% | +41.8% | +7.3% |
| 1Y | +26.1% | -58.1% | +84.3% | +47.1% |
| 3Y | +151.7% | -52.6% | +204.3% | +166.4% |
| 5Y | +88.3% | -79.3% | +167.6% | +99.1% |
| All | +88.3% | -78.9% | +167.3% | +99.1% |
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