+23.8%
IWM vs MNDY
-78.9%
+102.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | -0.5% |
| 7D | +1.4% | -11.3% | +12.7% | +3.0% |
| 30D | +2.3% | -10.8% | +13.1% | +3.6% |
| 3M | -8.3% | -17.3% | +9.0% | -6.7% |
| 6M | -1.3% | +15.2% | -16.5% | -5.5% |
| YTD | +13.5% | -47.1% | +60.7% | +21.5% |
| 1Y | +18.4% | -51.4% | +69.8% | +28.5% |
| 3Y | +69.6% | -49.6% | +119.2% | +73.3% |
| All | +23.8% | -78.9% | +102.6% | +29.3% |
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 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