+289.5%
FN vs MNDY
-53.8%
+343.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -9.1% | +21.0% | +13.0% |
| 7D | +16.3% | -16.1% | +32.4% | +18.5% |
| 30D | -24.7% | -10.2% | -14.6% | -24.3% |
| 3M | -34.9% | -14.2% | -20.8% | -34.8% |
| 6M | -41.1% | +10.9% | -52.0% | -44.3% |
| YTD | -19.6% | -45.8% | +26.2% | -14.8% |
| 1Y | -18.5% | -57.8% | +39.3% | -9.9% |
| 3Y | +119.1% | -41.0% | +160.2% | +125.1% |
| 5Y | +206.9% | -82.0% | +289.0% | +215.7% |
| All | +289.5% | -53.8% | +343.3% | +278.2% |
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