+36.2%
LNT vs MNDY
-49.8%
+86.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -1.9% | 0.0% |
| 7D | -1.0% | -4.6% | +3.6% | -1.1% |
| 30D | -4.2% | +1.0% | -5.3% | -4.2% |
| 3M | -6.7% | +9.1% | -15.8% | -6.6% |
| 6M | -3.6% | +14.2% | -17.8% | -3.5% |
| YTD | +5.9% | -41.1% | +47.0% | +5.9% |
| 1Y | +7.3% | -54.7% | +62.0% | +7.3% |
| 3Y | +46.5% | -50.6% | +97.0% | +46.6% |
| 5Y | +32.5% | -76.7% | +109.1% | +28.2% |
| All | +36.2% | -49.8% | +86.0% | +41.2% |
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