+651.8%
HWM vs MNDY
-47.4%
+699.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.4% | +6.0% | +0.2% |
| 7D | -2.1% | -9.6% | +7.5% | -1.2% |
| 30D | -11.0% | -0.4% | -10.6% | -11.2% |
| 3M | +4.0% | +4.3% | -0.3% | +2.9% |
| 6M | -0.2% | +19.8% | -20.0% | -3.4% |
| YTD | +26.7% | -38.3% | +64.9% | +31.5% |
| 1Y | +44.7% | -50.1% | +94.8% | +53.5% |
| 3Y | +426.1% | -48.4% | +474.5% | +445.8% |
| 5Y | +738.5% | -76.0% | +814.5% | +735.6% |
| All | +651.8% | -47.4% | +699.2% | +691.9% |
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