-14.3%
MDT vs MNDY
-49.8%
+35.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.8% |
| 7D | -3.4% | -4.6% | +1.2% | -3.2% |
| 30D | +0.2% | +1.0% | -0.8% | +0.1% |
| 3M | +14.3% | +9.1% | +5.1% | +13.6% |
| 6M | +4.0% | +14.2% | -10.2% | +2.9% |
| YTD | -3.7% | -41.1% | +37.5% | -1.9% |
| 1Y | -0.4% | -54.7% | +54.4% | +2.6% |
| 3Y | +23.3% | -50.6% | +73.9% | +24.0% |
| 5Y | -18.9% | -76.7% | +57.8% | -21.3% |
| All | -14.3% | -49.8% | +35.6% | -13.0% |
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