+9.9%
LII vs MNDY
-55.5%
+65.4%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | -0.2% | -17.9% | +17.7% | +2.0% |
| 30D | -0.6% | -9.0% | +8.4% | +0.4% |
| 3M | -17.0% | -10.4% | -6.6% | -16.5% |
| 6M | -31.1% | +7.0% | -38.1% | -32.7% |
| YTD | -27.7% | -47.8% | +20.1% | -23.3% |
| 1Y | -26.2% | -51.6% | +25.4% | -20.9% |
| 3Y | -9.6% | -45.0% | +35.4% | -7.9% |
| 5Y | +15.7% | -78.8% | +94.5% | +12.7% |
| All | +9.9% | -55.5% | +65.4% | +21.5% |
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