+276.6%
FN vs MNDY
-55.5%
+332.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -4.0% |
| 7D | +20.8% | -17.9% | +38.7% | +23.4% |
| 30D | -17.3% | -9.0% | -8.3% | -17.0% |
| 3M | -38.1% | -10.4% | -27.8% | -38.5% |
| 6M | -44.2% | +7.0% | -51.2% | -47.0% |
| YTD | -22.3% | -47.8% | +25.5% | -17.3% |
| 1Y | -20.9% | -51.6% | +30.7% | -14.7% |
| 3Y | +111.1% | -45.0% | +156.1% | +118.9% |
| 5Y | +191.8% | -78.8% | +270.6% | +198.8% |
| All | +276.6% | -55.5% | +332.1% | +267.4% |
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