+61.1%
MA vs MNDY
-49.8%
+111.0%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.5% |
| 7D | -1.7% | -4.6% | +2.9% | -1.3% |
| 30D | +1.7% | +1.0% | +0.7% | +1.4% |
| 3M | +17.2% | +9.1% | +8.1% | +15.7% |
| 6M | +13.3% | +14.2% | -0.9% | +10.8% |
| YTD | +0.2% | -41.1% | +41.3% | +3.8% |
| 1Y | -2.7% | -54.7% | +52.0% | +2.8% |
| 3Y | +39.1% | -50.6% | +89.6% | +41.1% |
| 5Y | +68.8% | -76.7% | +145.4% | +62.1% |
| All | +61.1% | -49.8% | +111.0% | +57.9% |
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