+74.0%
IBN vs MNDY
-49.8%
+123.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.7% |
| 7D | -3.0% | -4.6% | +1.6% | -2.7% |
| 30D | -1.5% | +1.0% | -2.5% | -1.7% |
| 3M | +7.9% | +9.1% | -1.2% | +6.9% |
| 6M | +8.6% | +14.2% | -5.6% | +6.9% |
| YTD | -0.6% | -41.1% | +40.6% | +2.0% |
| 1Y | -7.3% | -54.7% | +47.4% | -3.4% |
| 3Y | +26.2% | -50.6% | +76.8% | +26.6% |
| 5Y | +57.8% | -76.7% | +134.5% | +55.6% |
| All | +74.0% | -49.8% | +123.9% | +84.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling