+74.2%
IWD vs MNDY
-77.7%
+151.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -0.7% |
| 7D | -2.3% | -12.5% | +10.2% | -1.4% |
| 30D | -1.8% | -2.6% | +0.8% | -1.8% |
| 3M | +8.0% | +4.2% | +3.8% | +7.2% |
| 6M | +17.0% | +9.8% | +7.2% | +15.1% |
| YTD | +21.3% | -42.3% | +63.6% | +25.4% |
| 1Y | +27.9% | -54.5% | +82.5% | +34.6% |
| 3Y | +70.1% | -50.3% | +120.3% | +72.9% |
| 5Y | +74.2% | -77.1% | +151.3% | +71.9% |
| All | +74.2% | -77.7% | +151.8% | +71.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling