+15.1%
INDA vs MNDY
-49.8%
+64.9%
-22.7%
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 | -2.7% | -4.6% | +2.0% | -2.5% |
| 30D | -2.8% | +1.0% | -3.8% | -2.9% |
| 3M | +1.6% | +9.1% | -7.5% | +1.0% |
| 6M | -1.4% | +14.2% | -15.6% | -2.5% |
| YTD | -10.1% | -41.1% | +31.0% | -8.5% |
| 1Y | -8.8% | -54.7% | +46.0% | -6.0% |
| 3Y | +7.6% | -50.6% | +58.2% | +8.2% |
| 5Y | +5.8% | -76.7% | +82.4% | +4.2% |
| All | +15.1% | -49.8% | +64.9% | +17.8% |
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