+214.4%
GS vs MNDY
-51.7%
+266.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.1% | +7.9% | +0.6% |
| 7D | +3.4% | -13.3% | +16.7% | +4.9% |
| 30D | +0.2% | -10.2% | +10.3% | +1.1% |
| 3M | -0.3% | -0.1% | -0.2% | -1.0% |
| 6M | +27.4% | +6.3% | +21.0% | +24.9% |
| YTD | +19.6% | -43.3% | +62.9% | +25.3% |
| 1Y | +42.5% | -56.1% | +98.6% | +53.0% |
| 3Y | +240.4% | -51.1% | +291.6% | +255.2% |
| 5Y | +188.9% | -78.5% | +267.4% | +187.7% |
| All | +214.4% | -51.7% | +266.1% | +234.2% |
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