-24.7%
MOS vs MNDY
-55.2%
+30.4%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.6% | -2.5% | -0.9% |
| 7D | +5.5% | -19.8% | +25.3% | +6.3% |
| 30D | +21.0% | -8.4% | +29.4% | +21.2% |
| 3M | -0.5% | -11.2% | +10.8% | -0.3% |
| 6M | +6.6% | +0.9% | +5.6% | +5.8% |
| YTD | -2.8% | -47.4% | +44.6% | -0.6% |
| 1Y | -8.1% | -53.0% | +44.9% | -5.4% |
| 3Y | -25.6% | -44.6% | +19.0% | -25.0% |
| 5Y | -29.8% | -78.7% | +48.9% | -30.9% |
| All | -24.7% | -55.2% | +30.4% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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