-56.4%
MNDY vs RACE
+101.4%
-157.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.1% | +0.3% |
| 7D | -11.3% | -1.2% | -10.1% | -10.6% |
| 30D | -10.8% | +6.1% | -17.0% | -14.4% |
| 3M | -17.3% | -0.3% | -17.0% | -17.3% |
| 6M | +15.2% | +23.4% | -8.2% | -1.2% |
| YTD | -47.1% | +12.5% | -59.7% | -52.6% |
| 1Y | -51.4% | -0.5% | -51.0% | -52.2% |
| 3Y | -49.6% | +23.6% | -73.2% | -63.7% |
| 5Y | -78.6% | +65.4% | -144.0% | -90.6% |
| All | -56.4% | +101.4% | -157.8% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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