+281.3%
HBM vs MNDY
-49.8%
+331.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.4% | -0.7% |
| 7D | -3.3% | -4.6% | +1.4% | -2.9% |
| 30D | -4.8% | +1.0% | -5.9% | -5.4% |
| 3M | -0.4% | +9.1% | -9.5% | -2.4% |
| 6M | +17.9% | +14.2% | +3.7% | +13.8% |
| YTD | +33.7% | -41.1% | +74.9% | +40.7% |
| 1Y | +95.6% | -54.7% | +150.3% | +112.6% |
| 3Y | +458.1% | -50.6% | +508.7% | +487.3% |
| 5Y | +329.0% | -76.7% | +405.7% | +331.4% |
| All | +281.3% | -49.8% | +331.1% | +335.9% |
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