-24.5%
MDB vs MNDY
-78.9%
+54.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.1% | +3.7% | +2.3% |
| 7D | -4.5% | -14.1% | +9.6% | +3.3% |
| 30D | -14.0% | -8.5% | -5.5% | -10.2% |
| 3M | +5.3% | -2.5% | +7.9% | +5.1% |
| 6M | +31.9% | +0.1% | +31.8% | +28.9% |
| YTD | -14.6% | -45.0% | +30.4% | +11.5% |
| 1Y | +8.2% | -58.1% | +66.4% | +59.3% |
| 3Y | -5.0% | -52.6% | +47.6% | +13.8% |
| 5Y | -24.5% | -79.3% | +54.7% | +3.4% |
| All | -24.5% | -78.9% | +54.4% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling