-56.4%
MNDY vs BUD
+15.6%
-71.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +0.8% |
| 7D | -11.3% | +1.0% | -12.3% | -11.7% |
| 30D | -10.8% | +6.7% | -17.5% | -12.9% |
| 3M | -17.3% | +5.7% | -23.0% | -18.8% |
| 6M | +15.2% | +5.8% | +9.4% | +12.8% |
| YTD | -47.1% | +34.4% | -81.5% | -53.3% |
| 1Y | -51.4% | +33.3% | -84.7% | -57.0% |
| 3Y | -49.6% | +48.8% | -98.4% | -58.6% |
| 5Y | -78.6% | +52.5% | -131.1% | -83.3% |
| All | -56.4% | +15.6% | -71.9% | -70.8% |
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