+145.2%
MS vs MNDY
-55.5%
+200.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | +3.7% | -17.9% | +21.6% | +5.8% |
| 30D | +2.0% | -9.0% | +11.0% | +2.7% |
| 3M | -12.6% | -10.4% | -2.2% | -12.2% |
| 6M | -0.3% | +7.0% | -7.3% | -2.6% |
| YTD | +9.0% | -47.8% | +56.8% | +14.9% |
| 1Y | +13.9% | -51.6% | +65.4% | +21.1% |
| 3Y | +173.6% | -45.0% | +218.6% | +179.3% |
| 5Y | +122.0% | -78.8% | +200.8% | +119.7% |
| All | +145.2% | -55.5% | +200.7% | +162.9% |
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