+13.1%
HD vs MNDY
-50.8%
+63.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.0% | -6.5% | -2.0% |
| 7D | -3.9% | -12.5% | +8.6% | -2.7% |
| 30D | -13.1% | -2.6% | -10.5% | -13.1% |
| 3M | -3.4% | +4.2% | -7.7% | -4.3% |
| 6M | -12.6% | +9.8% | -22.3% | -14.3% |
| YTD | -9.2% | -42.3% | +33.0% | -5.5% |
| 1Y | -23.9% | -54.5% | +30.6% | -19.2% |
| 3Y | +0.4% | -50.3% | +50.7% | +2.3% |
| 5Y | +4.5% | -77.1% | +81.6% | +1.0% |
| All | +13.1% | -50.8% | +63.9% | +18.8% |
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