+30.4%
MMM vs MNDY
-55.0%
+85.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.0% |
| 7D | -0.4% | -11.3% | +10.9% | +0.3% |
| 30D | +12.1% | -10.8% | +23.0% | +12.8% |
| 3M | +1.4% | -17.3% | +18.7% | +2.2% |
| 6M | +26.6% | +15.2% | +11.4% | +24.7% |
| YTD | +16.8% | -47.1% | +64.0% | +20.3% |
| 1Y | +10.1% | -51.4% | +61.5% | +13.9% |
| 3Y | +158.4% | -49.6% | +208.0% | +163.6% |
| 5Y | +43.1% | -78.6% | +121.7% | +38.8% |
| All | +30.4% | -55.0% | +85.3% | +39.1% |
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