+34.7%
LDOS vs MNDY
-55.2%
+89.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.6% | -4.1% | -2.5% |
| 7D | -1.3% | -19.8% | +18.5% | -0.4% |
| 30D | +10.1% | -8.4% | +18.5% | +10.5% |
| 3M | -4.7% | -11.2% | +6.6% | -4.3% |
| 6M | +5.6% | +0.9% | +4.6% | +5.3% |
| YTD | -25.1% | -47.4% | +22.3% | -24.1% |
| 1Y | -31.7% | -53.0% | +21.3% | -30.6% |
| 3Y | +33.7% | -44.6% | +78.3% | +35.6% |
| 5Y | +54.4% | -78.7% | +133.1% | +51.0% |
| All | +34.7% | -55.2% | +89.9% | +38.8% |
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