-51.5%
MNDY vs JAAA
+27.3%
-78.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -4.6% | +0.1% | -4.7% | -4.7% |
| 30D | +1.0% | +0.5% | +0.5% | +0.4% |
| 3M | +9.1% | +1.3% | +7.9% | +7.5% |
| 6M | +14.2% | +2.8% | +11.4% | +10.5% |
| YTD | -41.1% | +3.3% | -44.4% | -43.3% |
| 1Y | -54.7% | +4.9% | -59.7% | -57.1% |
| 3Y | -50.6% | +19.0% | -69.5% | -48.8% |
| 5Y | -76.7% | +26.9% | -103.5% | -76.2% |
| All | -51.5% | +27.3% | -78.8% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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