+52.8%
IEFA vs MNDY
-49.8%
+102.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.0% | -1.0% | +0.9% |
| 7D | -1.6% | -4.6% | +3.1% | -1.3% |
| 30D | -1.5% | +1.0% | -2.5% | -1.7% |
| 3M | +3.4% | +9.1% | -5.7% | +2.3% |
| 6M | +9.5% | +14.2% | -4.7% | +7.5% |
| YTD | +13.0% | -41.1% | +54.2% | +16.5% |
| 1Y | +18.0% | -54.7% | +72.7% | +23.9% |
| 3Y | +65.4% | -50.6% | +115.9% | +67.9% |
| 5Y | +51.6% | -76.7% | +128.2% | +49.4% |
| All | +52.8% | -49.8% | +102.6% | +55.4% |
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