+23.4%
MSCI vs MNDY
-53.2%
+76.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.6% | +1.1% |
| 7D | -1.1% | -14.1% | +13.0% | +1.5% |
| 30D | -1.2% | -8.5% | +7.3% | +0.1% |
| 3M | -8.4% | -2.5% | -5.9% | -8.5% |
| 6M | -1.0% | +0.1% | -1.1% | -2.3% |
| YTD | -2.3% | -45.0% | +42.8% | +5.6% |
| 1Y | -1.2% | -58.1% | +56.9% | +11.0% |
| 3Y | +7.9% | -52.6% | +60.5% | +11.1% |
| 5Y | -10.1% | -79.3% | +69.2% | -10.2% |
| All | +23.4% | -53.2% | +76.6% | +28.4% |
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