-34.9%
HDB vs MNDY
-49.8%
+14.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.0% | +4.9% | +6.7% |
| 7D | +0.7% | -4.6% | +5.3% | +1.0% |
| 30D | +1.0% | +1.0% | 0.0% | +0.7% |
| 3M | -2.0% | +9.1% | -11.1% | -2.9% |
| 6M | -18.1% | +14.2% | -32.3% | -19.5% |
| YTD | -36.1% | -41.1% | +5.0% | -34.4% |
| 1Y | -34.0% | -54.7% | +20.7% | -31.1% |
| 3Y | -26.7% | -50.6% | +23.9% | -26.6% |
| 5Y | -33.9% | -76.7% | +42.8% | -35.6% |
| All | -34.9% | -49.8% | +14.9% | -34.3% |
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