+706.9%
FLEX vs MNDY
-53.2%
+760.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.6% | -1.1% |
| 7D | +6.4% | -14.1% | +20.5% | +8.2% |
| 30D | -5.9% | -8.5% | +2.6% | -5.3% |
| 3M | -23.5% | -2.5% | -20.9% | -24.2% |
| 6M | +83.7% | +0.1% | +83.7% | +79.0% |
| YTD | +86.5% | -45.0% | +131.5% | +98.5% |
| 1Y | +100.5% | -58.1% | +158.6% | +122.2% |
| 3Y | +469.8% | -52.6% | +522.5% | +505.3% |
| 5Y | +725.7% | -79.3% | +804.9% | +730.9% |
| All | +706.9% | -53.2% | +760.1% | +775.6% |
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