+103.4%
GLD vs MNDY
-78.8%
+182.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.8% |
| 7D | -5.5% | -17.9% | +12.4% | -5.4% |
| 30D | -7.0% | -9.0% | +2.0% | -7.0% |
| 3M | -12.4% | -10.4% | -2.0% | -12.3% |
| 6M | -18.0% | +7.0% | -25.0% | -18.1% |
| YTD | -10.5% | -47.8% | +37.3% | -9.9% |
| 1Y | -8.1% | -51.6% | +43.5% | -7.4% |
| 3Y | +97.7% | -45.0% | +142.7% | +98.4% |
| 5Y | +103.4% | -78.8% | +182.3% | +104.5% |
| All | +103.4% | -78.8% | +182.2% | +104.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling