-4.1%
LQD vs MNDY
-49.8%
+45.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.1% |
| 7D | -1.1% | -4.6% | +3.5% | -1.0% |
| 30D | -1.3% | +1.0% | -2.3% | -1.4% |
| 3M | -3.2% | +9.1% | -12.3% | -3.5% |
| 6M | -2.1% | +14.2% | -16.3% | -2.7% |
| YTD | -2.4% | -41.1% | +38.8% | -1.3% |
| 1Y | -2.7% | -54.7% | +52.1% | -1.1% |
| 3Y | +14.2% | -50.6% | +64.8% | +14.4% |
| 5Y | -5.8% | -76.7% | +70.8% | -6.8% |
| All | -4.1% | -49.8% | +45.8% | -5.1% |
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