+29.6%
LDOS vs MNDY
-51.7%
+81.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -8.1% | +5.3% | -2.6% |
| 7D | -7.1% | -13.3% | +6.2% | -6.7% |
| 30D | -6.1% | -10.2% | +4.1% | -5.7% |
| 3M | +5.6% | -0.1% | +5.7% | +5.5% |
| 6M | -26.9% | +6.3% | -33.2% | -27.3% |
| YTD | -27.9% | -43.3% | +15.4% | -27.2% |
| 1Y | -26.8% | -56.1% | +29.3% | -25.6% |
| 3Y | +39.6% | -51.1% | +90.7% | +41.4% |
| 5Y | +39.4% | -78.5% | +117.9% | +36.1% |
| All | +29.6% | -51.7% | +81.3% | +33.2% |
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 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