-14.3%
FDS vs MNDY
-50.8%
+36.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +5.0% | -10.8% | -6.5% |
| 7D | -16.0% | -12.5% | -3.5% | -14.5% |
| 30D | -6.7% | -2.6% | -4.1% | -6.5% |
| 3M | +6.0% | +4.2% | +1.7% | +5.3% |
| 6M | +25.1% | +9.8% | +15.3% | +23.4% |
| YTD | -8.1% | -42.3% | +34.1% | -4.1% |
| 1Y | -26.0% | -54.5% | +28.5% | -21.5% |
| 3Y | -36.4% | -50.3% | +13.8% | -35.1% |
| 5Y | -27.7% | -77.1% | +49.4% | -29.6% |
| All | -14.3% | -50.8% | +36.5% | -13.2% |
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