-52.4%
MNDY vs BUD
+5.8%
-58.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.1% |
| 7D | -12.5% | -3.2% | -9.3% | -11.5% |
| 30D | -2.6% | -3.7% | +1.0% | -1.3% |
| 3M | +4.2% | -4.4% | +8.7% | +5.9% |
| 6M | +9.8% | +7.7% | +2.0% | +6.3% |
| YTD | -42.3% | +23.1% | -65.3% | -47.4% |
| 1Y | -54.5% | +33.6% | -88.2% | -60.1% |
| 3Y | -50.3% | +44.7% | -95.0% | -59.3% |
| 5Y | -77.1% | +44.9% | -122.0% | -81.4% |
| All | -52.4% | +5.8% | -58.2% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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