+124.4%
GLD vs MNDY
-49.8%
+174.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.6% |
| 7D | -2.0% | -4.6% | +2.7% | -2.0% |
| 30D | -1.5% | +1.0% | -2.6% | -1.5% |
| 3M | +3.2% | +9.1% | -5.9% | +3.2% |
| 6M | -16.3% | +14.2% | -30.5% | -16.3% |
| YTD | +0.6% | -41.1% | +41.8% | +1.1% |
| 1Y | +19.1% | -54.7% | +73.8% | +20.0% |
| 3Y | +123.5% | -50.6% | +174.1% | +124.6% |
| 5Y | +138.5% | -76.7% | +215.2% | +138.5% |
| All | +124.4% | -49.8% | +174.2% | +131.3% |
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