+94.8%
META vs MNDY
-53.8%
+148.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -9.1% | +14.2% | +6.8% |
| 7D | +5.7% | -16.1% | +21.8% | +9.0% |
| 30D | -10.8% | -10.2% | -0.6% | -9.6% |
| 3M | +8.4% | -14.2% | +22.6% | +10.0% |
| 6M | +5.4% | +10.9% | -5.5% | +0.1% |
| YTD | -2.6% | -45.8% | +43.2% | +5.6% |
| 1Y | +3.5% | -57.8% | +61.4% | +18.1% |
| 3Y | +102.0% | -41.0% | +143.0% | +98.8% |
| 5Y | +93.1% | -82.0% | +175.1% | +90.3% |
| All | +94.8% | -53.8% | +148.6% | +89.1% |
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