-61.6%
MNDY vs FGI
-66.3%
+4.7%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -1.1% |
| 7D | -17.9% | +13.5% | -31.4% | -18.5% |
| 30D | -9.0% | +17.1% | -26.1% | -9.9% |
| 3M | -10.4% | +78.0% | -88.4% | -15.6% |
| 6M | +7.0% | +46.4% | -39.4% | +1.0% |
| YTD | -47.8% | +47.7% | -95.5% | -52.0% |
| 1Y | -51.6% | +56.8% | -108.4% | -56.1% |
| 3Y | -45.0% | +12.3% | -57.3% | -52.3% |
| All | -61.6% | -66.3% | +4.7% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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