-57.1%
JD vs MNDY
-50.8%
-6.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -0.7% |
| 7D | -2.6% | -12.5% | +9.9% | -0.7% |
| 30D | -15.4% | -2.6% | -12.7% | -15.4% |
| 3M | -5.0% | +4.2% | -9.3% | -6.5% |
| 6M | +0.9% | +9.8% | -8.8% | -2.6% |
| YTD | -2.5% | -42.3% | +39.8% | +3.9% |
| 1Y | -16.0% | -54.5% | +38.5% | -7.4% |
| 3Y | -8.5% | -50.3% | +41.7% | -7.5% |
| 5Y | -61.8% | -77.1% | +15.3% | -63.8% |
| All | -57.1% | -50.8% | -6.3% | -56.9% |
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 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