+540.8%
HWM vs MNDY
-55.0%
+595.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.3% | -1.1% |
| 7D | +7.3% | -11.3% | +18.6% | +8.4% |
| 30D | +1.6% | -10.8% | +12.4% | +2.2% |
| 3M | -21.9% | -17.3% | -4.6% | -21.1% |
| 6M | -19.0% | +15.2% | -34.3% | -21.6% |
| YTD | +7.9% | -47.1% | +55.1% | +13.1% |
| 1Y | +9.9% | -51.4% | +61.4% | +16.2% |
| 3Y | +342.1% | -49.6% | +391.8% | +357.7% |
| 5Y | +600.8% | -78.6% | +679.3% | +601.5% |
| All | +540.8% | -55.0% | +595.7% | +580.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling