+1,254.6%
FIX vs MNDY
-55.9%
+1,310.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.8% | -0.3% |
| 7D | -13.9% | -18.4% | +4.4% | -12.5% |
| 30D | -35.5% | -14.1% | -21.4% | -35.0% |
| 3M | -33.9% | -13.8% | -20.1% | -33.9% |
| 6M | -43.3% | +6.0% | -49.3% | -45.4% |
| YTD | +18.7% | -48.2% | +66.9% | +24.7% |
| 1Y | +13.8% | -54.0% | +67.8% | +21.7% |
| 3Y | +495.0% | -45.5% | +540.4% | +520.6% |
| 5Y | +1,049.0% | -78.2% | +1,127.3% | +1,065.1% |
| All | +1,254.6% | -55.9% | +1,310.5% | +1,364.6% |
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