+45.6%
IONS vs MNDY
-50.8%
+96.5%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -1.2% |
| 7D | -4.3% | -12.5% | +8.2% | -2.9% |
| 30D | +0.4% | -2.6% | +3.0% | +0.4% |
| 3M | -24.1% | +4.2% | -28.3% | -25.0% |
| 6M | -26.4% | +9.8% | -36.2% | -28.4% |
| YTD | -29.7% | -42.3% | +12.6% | -26.1% |
| 1Y | -13.0% | -54.5% | +41.5% | -6.2% |
| 3Y | +35.0% | -50.3% | +85.3% | +36.8% |
| 5Y | +54.2% | -77.1% | +131.3% | +52.5% |
| All | +45.6% | -50.8% | +96.5% | +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