+37.0%
IGV vs MNDY
-49.8%
+86.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | -0.2% |
| 7D | -2.9% | -4.6% | +1.7% | -1.9% |
| 30D | -1.5% | +1.0% | -2.5% | -2.0% |
| 3M | +11.7% | +9.1% | +2.6% | +8.5% |
| 6M | +18.4% | +14.2% | +4.2% | +13.2% |
| YTD | -3.9% | -41.1% | +37.2% | +6.1% |
| 1Y | -9.7% | -54.7% | +45.1% | +5.2% |
| 3Y | +38.4% | -50.6% | +89.0% | +48.7% |
| 5Y | +21.6% | -76.7% | +98.2% | +26.4% |
| All | +37.0% | -49.8% | +86.8% | +40.6% |
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