+645.2%
HWM vs MNDY
-78.9%
+724.1%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.5% | +0.8% |
| 7D | -8.0% | -14.1% | +6.1% | -6.4% |
| 30D | -18.0% | -8.5% | -9.5% | -17.4% |
| 3M | -9.5% | -2.5% | -7.0% | -9.8% |
| 6M | -8.4% | +0.1% | -8.4% | -9.7% |
| YTD | +13.6% | -45.0% | +58.7% | +20.2% |
| 1Y | +30.2% | -58.1% | +88.4% | +42.2% |
| 3Y | +392.2% | -52.6% | +444.8% | +416.3% |
| 5Y | +645.2% | -79.3% | +724.5% | +677.4% |
| All | +645.2% | -78.9% | +724.1% | +677.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling