+75.0%
IWF vs MNDY
-50.4%
+125.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.6% |
| 7D | -1.7% | -12.5% | +10.8% | -0.1% |
| 30D | -1.8% | -2.6% | +0.8% | -1.8% |
| 3M | +1.5% | +4.2% | -2.8% | +0.1% |
| 6M | +7.7% | +9.8% | -2.1% | +4.6% |
| YTD | +2.7% | -42.3% | +45.0% | +9.8% |
| 1Y | +6.8% | -54.5% | +61.3% | +17.9% |
| All | +75.0% | -50.4% | +125.4% | +87.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling