+8.8%
F vs MNDY
-55.0%
+63.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.1% |
| 7D | -3.1% | -11.3% | +8.2% | -1.8% |
| 30D | 0.0% | -10.8% | +10.9% | +1.1% |
| 3M | -13.2% | -17.3% | +4.1% | -11.9% |
| 6M | -10.2% | +15.2% | -25.4% | -12.9% |
| YTD | -4.9% | -47.1% | +42.2% | +0.5% |
| 1Y | -6.1% | -51.4% | +45.4% | +0.3% |
| 3Y | +46.0% | -49.6% | +95.6% | +46.8% |
| 5Y | -15.7% | -78.6% | +62.9% | -21.2% |
| All | +8.8% | -55.0% | +63.7% | +2.9% |
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