-40.1%
MDB vs MNDY
-78.8%
+38.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.9% |
| 7D | +11.6% | -17.9% | +29.5% | +23.0% |
| 30D | -8.9% | -9.0% | +0.1% | -6.0% |
| 3M | -22.4% | -10.4% | -12.0% | -19.9% |
| 6M | +10.1% | +7.0% | +3.0% | +2.5% |
| YTD | -19.0% | -47.8% | +28.8% | +7.1% |
| 1Y | -7.0% | -51.6% | +44.6% | +27.6% |
| 3Y | -9.8% | -45.0% | +35.2% | -5.3% |
| 5Y | -40.1% | -78.8% | +38.8% | -7.4% |
| All | -40.1% | -78.8% | +38.7% | -7.4% |
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