-48.7%
LUMN vs MNDY
-49.8%
+1.1%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.7% |
| 7D | +2.5% | -4.6% | +7.2% | +3.0% |
| 30D | +10.3% | +1.0% | +9.3% | +9.7% |
| 3M | -18.3% | +9.1% | -27.4% | -19.9% |
| 6M | +4.4% | +14.2% | -9.9% | +0.8% |
| YTD | -10.7% | -41.1% | +30.5% | -6.4% |
| 1Y | +14.0% | -54.7% | +68.7% | +23.1% |
| 3Y | +406.6% | -50.6% | +457.1% | +436.3% |
| 5Y | -36.8% | -76.7% | +39.9% | -36.2% |
| All | -48.7% | -49.8% | +1.1% | -46.1% |
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