+86.1%
META vs MNDY
-51.7%
+137.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -8.1% | +7.6% | +1.0% |
| 7D | +6.0% | -13.3% | +19.3% | +8.9% |
| 30D | +3.6% | -10.2% | +13.8% | +5.3% |
| 3M | +4.9% | -0.1% | +5.0% | +3.8% |
| 6M | -4.7% | +6.3% | -11.0% | -8.3% |
| YTD | -6.9% | -43.3% | +36.4% | +1.1% |
| 1Y | -18.2% | -56.1% | +37.9% | -6.8% |
| 3Y | +107.8% | -51.1% | +158.9% | +115.8% |
| 5Y | +63.9% | -78.5% | +142.4% | +61.3% |
| All | +86.1% | -51.7% | +137.8% | +81.0% |
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