+343.1%
FN vs MNDY
-51.7%
+394.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -8.1% | +10.3% | +3.3% |
| 7D | +3.5% | -13.3% | +16.8% | +5.5% |
| 30D | -26.0% | -10.2% | -15.8% | -25.3% |
| 3M | -33.3% | -0.1% | -33.1% | -34.2% |
| 6M | -14.9% | +6.3% | -21.2% | -18.2% |
| YTD | -8.6% | -43.3% | +34.7% | -2.5% |
| 1Y | +12.3% | -56.1% | +68.4% | +24.6% |
| 3Y | +174.4% | -51.1% | +225.5% | +192.9% |
| 5Y | +296.4% | -78.5% | +374.9% | +307.2% |
| All | +343.1% | -51.7% | +394.7% | +333.1% |
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