+41.9%
IEMG vs MNDY
-49.8%
+91.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.7% | +1.1% |
| 7D | -1.3% | -4.6% | +3.4% | -1.0% |
| 30D | +1.9% | +1.0% | +0.9% | +1.6% |
| 3M | +1.4% | +9.1% | -7.7% | +0.3% |
| 6M | +15.2% | +14.2% | +1.0% | +13.0% |
| YTD | +23.8% | -41.1% | +65.0% | +27.6% |
| 1Y | +30.7% | -54.7% | +85.4% | +37.2% |
| 3Y | +83.3% | -50.6% | +133.8% | +85.9% |
| 5Y | +48.8% | -76.7% | +125.4% | +45.9% |
| All | +41.9% | -49.8% | +91.7% | +41.7% |
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 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