-51.5%
MNDY vs URA
+127.3%
-178.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.3% | +5.2% | +3.3% |
| 7D | -4.6% | -5.5% | +0.8% | -2.7% |
| 30D | +1.0% | -3.7% | +4.7% | +1.8% |
| 3M | +9.1% | -2.9% | +12.0% | +8.5% |
| 6M | +14.2% | -15.2% | +29.5% | +18.1% |
| YTD | -41.1% | +1.9% | -43.0% | -46.8% |
| 1Y | -54.7% | +6.9% | -61.7% | -61.5% |
| 3Y | -50.6% | +99.6% | -150.2% | -73.2% |
| 5Y | -76.7% | +101.2% | -177.8% | -87.9% |
| All | -51.5% | +127.3% | -178.7% | -76.8% |
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