+16.6%
GEN vs MNDY
-50.8%
+67.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.0% | -4.3% | +0.1% |
| 7D | -4.3% | -12.5% | +8.2% | -2.8% |
| 30D | +3.8% | -2.6% | +6.4% | +4.0% |
| 3M | +22.3% | +4.2% | +18.0% | +21.3% |
| 6M | +39.0% | +9.8% | +29.2% | +36.6% |
| YTD | +11.9% | -42.3% | +54.2% | +17.0% |
| 1Y | +4.5% | -54.5% | +59.0% | +11.5% |
| 3Y | +59.0% | -50.3% | +109.2% | +64.0% |
| 5Y | +22.0% | -77.1% | +99.1% | +24.1% |
| All | +16.6% | -50.8% | +67.4% | +19.4% |
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