+5.3%
FTV vs MNDY
-49.8%
+55.2%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | +0.1% |
| 7D | -4.0% | -4.6% | +0.7% | -3.5% |
| 30D | -11.0% | +1.0% | -12.1% | -11.3% |
| 3M | -8.4% | +9.1% | -17.5% | -9.8% |
| 6M | -2.6% | +14.2% | -16.8% | -5.1% |
| YTD | -0.6% | -41.1% | +40.5% | +3.7% |
| 1Y | +11.0% | -54.7% | +65.7% | +18.8% |
| 3Y | -6.3% | -50.6% | +44.2% | -3.3% |
| 5Y | -1.5% | -76.7% | +75.1% | -4.2% |
| All | +5.3% | -49.8% | +55.2% | +7.9% |
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