-23.9%
IONS vs MNDY
-55.0%
+31.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.2% | +5.2% | +6.3% |
| 7D | -26.3% | -11.3% | -15.0% | -25.0% |
| 30D | -31.9% | -10.8% | -21.1% | -30.9% |
| 3M | -48.0% | -17.3% | -30.7% | -47.0% |
| 6M | -62.6% | +15.2% | -77.8% | -63.6% |
| YTD | -63.3% | -47.1% | -16.1% | -61.1% |
| 1Y | -58.4% | -51.4% | -7.0% | -55.5% |
| 3Y | -38.2% | -49.6% | +11.4% | -37.5% |
| 5Y | -11.1% | -78.6% | +67.5% | -11.1% |
| All | -23.9% | -55.0% | +31.0% | -25.9% |
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