+12.2%
F vs MNDY
-55.9%
+68.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | -0.2% |
| 7D | +1.0% | -18.4% | +19.4% | +3.2% |
| 30D | +2.1% | -14.1% | +16.3% | +3.6% |
| 3M | -10.3% | -13.8% | +3.6% | -9.4% |
| 6M | +3.3% | +6.0% | -2.7% | +0.9% |
| YTD | -2.0% | -48.2% | +46.3% | +3.9% |
| 1Y | -2.3% | -54.0% | +51.8% | +5.1% |
| 3Y | +49.9% | -45.5% | +95.4% | +48.7% |
| 5Y | -12.5% | -78.2% | +65.8% | -17.9% |
| All | +12.2% | -55.9% | +68.1% | +6.4% |
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