+22.1%
MCD vs MNDY
-53.2%
+75.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | -0.8% |
| 7D | -2.9% | -14.1% | +11.3% | -2.5% |
| 30D | -6.7% | -8.5% | +1.7% | -6.6% |
| 3M | -9.6% | -2.5% | -7.0% | -9.6% |
| 6M | -22.3% | +0.1% | -22.4% | -22.5% |
| YTD | -15.4% | -45.0% | +29.6% | -14.3% |
| 1Y | -16.8% | -58.1% | +41.3% | -15.1% |
| 3Y | -2.4% | -52.6% | +50.2% | -1.7% |
| 5Y | +19.4% | -79.3% | +98.6% | +17.9% |
| All | +22.1% | -53.2% | +75.2% | +25.5% |
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