+388.3%
GE vs MNDY
-49.8%
+438.2%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.3% |
| 7D | -4.0% | -4.6% | +0.7% | -3.6% |
| 30D | -11.4% | +1.0% | -12.4% | -11.8% |
| 3M | -2.6% | +9.1% | -11.7% | -4.1% |
| 6M | -0.3% | +14.2% | -14.6% | -2.8% |
| YTD | +5.4% | -41.1% | +46.5% | +9.6% |
| 1Y | +15.5% | -54.7% | +70.3% | +23.2% |
| 3Y | +260.8% | -50.6% | +311.3% | +272.4% |
| 5Y | +421.6% | -76.7% | +498.3% | +414.1% |
| All | +388.3% | -49.8% | +438.2% | +432.7% |
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