+28.9%
HD vs MNDY
-55.5%
+84.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -0.5% | -17.9% | +17.4% | +1.3% |
| 30D | +18.5% | -9.0% | +27.5% | +19.4% |
| 3M | +2.2% | -10.4% | +12.5% | +2.7% |
| 6M | +13.8% | +7.0% | +6.8% | +12.0% |
| YTD | +3.4% | -47.8% | +51.2% | +8.4% |
| 1Y | -3.5% | -51.6% | +48.1% | +1.8% |
| 3Y | +29.0% | -45.0% | +74.0% | +29.8% |
| 5Y | +6.1% | -78.8% | +84.9% | +3.0% |
| All | +28.9% | -55.5% | +84.4% | +36.3% |
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