-22.2%
IT vs MNDY
-49.8%
+27.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.0% | +3.3% | +4.9% |
| 7D | -3.7% | -4.6% | +1.0% | -2.7% |
| 30D | +0.1% | +1.0% | -1.0% | -0.2% |
| 3M | +20.7% | +9.1% | +11.6% | +18.9% |
| 6M | +12.0% | +14.2% | -2.2% | +9.1% |
| YTD | -28.8% | -41.1% | +12.3% | -23.0% |
| 1Y | -25.5% | -54.7% | +29.2% | -16.4% |
| 3Y | -48.8% | -50.6% | +1.8% | -45.6% |
| 5Y | -42.7% | -76.7% | +33.9% | -41.1% |
| All | -22.2% | -49.8% | +27.6% | -13.5% |
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