+13.9%
HAS vs MNDY
-53.2%
+67.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.2% |
| 7D | -4.8% | -14.1% | +9.3% | -3.7% |
| 30D | -5.1% | -8.5% | +3.3% | -4.6% |
| 3M | +6.4% | -2.5% | +8.9% | +6.2% |
| 6M | -5.6% | +0.1% | -5.7% | -6.6% |
| YTD | +11.0% | -45.0% | +56.0% | +15.8% |
| 1Y | +16.8% | -58.1% | +74.9% | +24.7% |
| 3Y | +44.0% | -52.6% | +96.7% | +47.8% |
| 5Y | +11.0% | -79.3% | +90.3% | +7.8% |
| All | +13.9% | -53.2% | +67.0% | +16.1% |
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