+162.6%
GS vs MNDY
-49.2%
+211.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | +0.3% |
| 7D | -3.2% | -8.0% | +4.8% | -2.4% |
| 30D | -2.4% | +5.3% | -7.7% | -3.1% |
| 3M | -15.7% | +0.4% | -16.2% | -16.3% |
| 6M | -6.8% | +18.9% | -25.6% | -9.7% |
| YTD | -0.1% | -40.4% | +40.4% | +3.7% |
| 1Y | +12.1% | -51.4% | +63.5% | +18.8% |
| 3Y | +185.8% | -32.3% | +218.1% | +188.5% |
| 5Y | +140.1% | -74.9% | +215.0% | +138.0% |
| All | +162.6% | -49.2% | +211.9% | +176.6% |
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