+38.2%
IWM vs MNDY
-78.9%
+117.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.9% |
| 7D | -1.1% | -14.1% | +13.0% | +0.9% |
| 30D | -3.1% | -8.5% | +5.4% | -2.2% |
| 3M | +2.2% | -2.5% | +4.8% | +1.7% |
| 6M | +15.1% | +0.1% | +15.0% | +13.0% |
| YTD | +18.6% | -45.0% | +63.6% | +26.8% |
| 1Y | +24.0% | -58.1% | +82.1% | +37.7% |
| 3Y | +63.7% | -52.6% | +116.3% | +69.9% |
| 5Y | +38.2% | -79.3% | +117.5% | +42.2% |
| All | +38.2% | -78.9% | +117.1% | +42.2% |
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