+8.2%
MSCI vs MNDY
-79.9%
+88.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.1% | +2.5% |
| 7D | +2.7% | -18.4% | +21.1% | +6.6% |
| 30D | +16.2% | -14.1% | +30.4% | +19.3% |
| 3M | +17.1% | -13.8% | +30.9% | +19.4% |
| 6M | +13.0% | +6.0% | +7.0% | +10.1% |
| YTD | +15.8% | -48.2% | +64.0% | +27.0% |
| 1Y | +15.5% | -54.0% | +69.5% | +29.3% |
| 3Y | +32.3% | -45.5% | +77.8% | +30.4% |
| 5Y | +8.2% | -78.2% | +86.4% | +18.1% |
| All | +8.2% | -79.9% | +88.1% | +18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling