+1.4%
MDB vs MNDY
-55.0%
+56.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.9% | -2.2% |
| 7D | +6.8% | -11.3% | +18.1% | +12.6% |
| 30D | -6.2% | -10.8% | +4.6% | -2.4% |
| 3M | -29.2% | -17.3% | -12.0% | -24.1% |
| 6M | +10.3% | +15.2% | -4.9% | +0.2% |
| YTD | -20.4% | -47.1% | +26.8% | +2.0% |
| 1Y | -4.8% | -51.4% | +46.6% | +26.6% |
| 3Y | -11.6% | -49.6% | +38.0% | +1.4% |
| 5Y | -41.0% | -78.6% | +37.5% | -26.0% |
| All | +1.4% | -55.0% | +56.4% | +8.5% |
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