+565.8%
HWM vs MNDY
-49.8%
+615.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.2% | +0.6% |
| 7D | -11.4% | -4.6% | -6.8% | -11.0% |
| 30D | -18.5% | +1.0% | -19.5% | -18.7% |
| 3M | -13.2% | +9.1% | -22.3% | -14.5% |
| 6M | -8.7% | +14.2% | -22.9% | -11.1% |
| YTD | +12.2% | -41.1% | +53.3% | +17.1% |
| 1Y | +24.9% | -54.7% | +79.6% | +34.0% |
| 3Y | +383.9% | -50.6% | +434.5% | +404.4% |
| 5Y | +646.1% | -76.7% | +722.8% | +647.6% |
| All | +565.8% | -49.8% | +615.7% | +604.8% |
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