-56.4%
MNDY vs EXR
+24.4%
-80.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.1% | +1.1% |
| 7D | -11.3% | -0.4% | -10.9% | -11.1% |
| 30D | -10.8% | +18.2% | -29.0% | -18.6% |
| 3M | -17.3% | +7.3% | -24.6% | -20.3% |
| 6M | +15.2% | +13.8% | +1.4% | +7.3% |
| YTD | -47.1% | +25.9% | -73.1% | -54.2% |
| 1Y | -51.4% | +25.8% | -77.2% | -58.0% |
| 3Y | -49.6% | +53.7% | -103.3% | -63.3% |
| 5Y | -78.6% | -1.8% | -76.8% | -78.3% |
| All | -56.4% | +24.4% | -80.8% | -49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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