-82.0%
MNDY vs RACE
+67.1%
-149.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.7% | -9.8% | -9.6% |
| 7D | -16.1% | +3.9% | -20.0% | -18.5% |
| 30D | -10.2% | +7.4% | -17.6% | -14.8% |
| 3M | -14.2% | +1.6% | -15.8% | -15.3% |
| 6M | +10.9% | +23.3% | -12.4% | -6.1% |
| YTD | -45.8% | +14.7% | -60.5% | -52.5% |
| 1Y | -57.8% | +2.5% | -60.4% | -59.5% |
| 3Y | -41.0% | +28.0% | -69.0% | -61.1% |
| 5Y | -82.0% | +69.8% | -151.8% | -92.1% |
| All | -82.0% | +67.1% | -149.1% | -92.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling