-56.4%
MNDY vs URA
+66.2%
-122.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.6% | +2.9% | +1.9% |
| 7D | -11.3% | -1.5% | -9.7% | -11.1% |
| 30D | -10.8% | -10.4% | -0.4% | -7.6% |
| 3M | -17.3% | -29.6% | +12.4% | -6.5% |
| 6M | +15.2% | -40.3% | +55.5% | +37.5% |
| YTD | -47.1% | -25.5% | -21.7% | -46.5% |
| 1Y | -51.4% | -26.4% | -25.0% | -50.8% |
| 3Y | -49.6% | +31.4% | -81.1% | -66.9% |
| 5Y | -78.6% | +28.6% | -107.2% | -87.4% |
| All | -56.4% | +66.2% | -122.6% | -76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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