-13.2%
MOS vs MNDY
-51.7%
+38.5%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -8.1% | +10.8% | +3.0% |
| 7D | +7.1% | -13.3% | +20.4% | +7.6% |
| 30D | +15.0% | -10.2% | +25.2% | +15.4% |
| 3M | +24.1% | -0.1% | +24.2% | +23.7% |
| 6M | +2.7% | +6.3% | -3.6% | +1.8% |
| YTD | +12.2% | -43.3% | +55.5% | +14.6% |
| 1Y | -16.3% | -56.1% | +39.8% | -13.4% |
| 3Y | -23.3% | -51.1% | +27.8% | -22.1% |
| 5Y | -4.2% | -78.5% | +74.3% | -5.4% |
| All | -13.2% | -51.7% | +38.5% | -3.0% |
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