+174.9%
GS vs MNDY
-53.8%
+228.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -9.1% | +13.8% | +5.6% |
| 7D | +0.8% | -16.1% | +16.9% | +2.5% |
| 30D | +1.2% | -10.2% | +11.4% | +2.0% |
| 3M | -12.4% | -14.2% | +1.8% | -11.7% |
| 6M | -2.3% | +10.9% | -13.2% | -4.8% |
| YTD | +4.6% | -45.8% | +50.4% | +9.5% |
| 1Y | +17.5% | -57.8% | +75.4% | +26.3% |
| 3Y | +202.0% | -41.0% | +243.1% | +208.8% |
| 5Y | +152.4% | -82.0% | +234.4% | +150.6% |
| All | +174.9% | -53.8% | +228.7% | +192.0% |
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