+139.3%
IAU vs MNDY
-76.8%
+216.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.5% |
| 7D | -2.0% | -4.6% | +2.6% | -2.0% |
| 30D | -1.5% | +1.0% | -2.6% | -1.5% |
| 3M | +3.3% | +9.1% | -5.9% | +3.2% |
| 6M | -16.2% | +14.2% | -30.5% | -16.3% |
| YTD | +0.7% | -41.1% | +41.8% | +1.3% |
| 1Y | +19.2% | -54.7% | +74.0% | +20.3% |
| 3Y | +124.4% | -50.6% | +175.0% | +125.6% |
| All | +139.3% | -76.8% | +216.2% | +138.7% |
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 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