+9.9%
MDB vs MNDY
-49.8%
+59.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.0% | -5.1% | -4.1% |
| 7D | -1.8% | -4.6% | +2.9% | +0.4% |
| 30D | -17.3% | +1.0% | -18.3% | -18.0% |
| 3M | +2.2% | +9.1% | -6.9% | -3.4% |
| 6M | +33.9% | +14.2% | +19.7% | +23.1% |
| YTD | -13.7% | -41.1% | +27.5% | +7.0% |
| 1Y | +9.1% | -54.7% | +63.8% | +50.4% |
| 3Y | -8.1% | -50.6% | +42.4% | +8.7% |
| 5Y | -25.9% | -76.7% | +50.8% | -10.0% |
| All | +9.9% | -49.8% | +59.8% | +13.8% |
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