+1,919.2%
FIX vs MNDY
-51.7%
+1,970.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -8.1% | +10.5% | +3.2% |
| 7D | +6.1% | -13.3% | +19.4% | +7.6% |
| 30D | -2.7% | -10.2% | +7.5% | -2.0% |
| 3M | -10.9% | -0.1% | -10.8% | -11.9% |
| 6M | +29.0% | +6.3% | +22.7% | +25.3% |
| YTD | +76.9% | -43.3% | +120.2% | +86.2% |
| 1Y | +130.7% | -56.1% | +186.9% | +151.1% |
| 3Y | +790.7% | -51.1% | +841.8% | +847.4% |
| 5Y | +2,185.6% | -78.5% | +2,264.1% | +2,220.3% |
| All | +1,919.2% | -51.7% | +1,970.9% | +2,085.9% |
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