+108.1%
GD vs MNDY
-51.7%
+159.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.1% | +7.3% | -0.6% |
| 7D | -3.5% | -13.3% | +9.8% | -3.1% |
| 30D | -9.0% | -10.2% | +1.1% | -8.9% |
| 3M | +5.1% | -0.1% | +5.2% | +4.9% |
| 6M | -1.0% | +6.3% | -7.3% | -1.4% |
| YTD | +7.3% | -43.3% | +50.6% | +8.3% |
| 1Y | +12.4% | -56.1% | +68.6% | +14.1% |
| 3Y | +73.7% | -51.1% | +124.8% | +75.3% |
| 5Y | +93.8% | -78.5% | +172.3% | +89.1% |
| All | +108.1% | -51.7% | +159.8% | +124.9% |
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