+85.0%
MA vs MNDY
-55.5%
+140.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.2% |
| 7D | -0.5% | -17.9% | +17.4% | +1.3% |
| 30D | +7.9% | -9.0% | +16.9% | +8.7% |
| 3M | +16.8% | -10.4% | +27.1% | +17.4% |
| 6M | +31.0% | +7.0% | +24.0% | +28.9% |
| YTD | +15.0% | -47.8% | +62.8% | +20.1% |
| 1Y | +17.0% | -51.6% | +68.6% | +23.0% |
| 3Y | +68.5% | -45.0% | +113.5% | +68.7% |
| 5Y | +85.0% | -78.8% | +163.8% | +80.1% |
| All | +85.0% | -55.5% | +140.5% | +82.8% |
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