-51.5%
MNDY vs IAG
+450.5%
-502.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +1.9% |
| 7D | -4.6% | -1.1% | -3.6% | -4.6% |
| 30D | +1.0% | +12.1% | -11.1% | -0.1% |
| 3M | +9.1% | +25.5% | -16.4% | +6.6% |
| 6M | +14.2% | -7.1% | +21.3% | +14.2% |
| YTD | -41.1% | +22.9% | -64.0% | -43.8% |
| 1Y | -54.7% | +83.3% | -138.1% | -59.4% |
| 3Y | -50.6% | +808.5% | -859.1% | -65.0% |
| 5Y | -76.7% | +838.0% | -914.6% | -84.4% |
| All | -51.5% | +450.5% | -502.0% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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