+547.4%
HWM vs MNDY
-55.5%
+602.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | +11.1% | -17.9% | +29.0% | +13.0% |
| 30D | +3.0% | -9.0% | +12.0% | +3.4% |
| 3M | -20.7% | -10.4% | -10.4% | -20.6% |
| 6M | -17.2% | +7.0% | -24.2% | -19.2% |
| YTD | +9.1% | -47.8% | +56.9% | +14.4% |
| 1Y | +9.0% | -51.6% | +60.6% | +15.3% |
| 3Y | +353.8% | -45.0% | +398.9% | +365.7% |
| 5Y | +608.0% | -78.8% | +686.9% | +609.6% |
| All | +547.4% | -55.5% | +602.9% | +588.5% |
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