-11.4%
MSCI vs MNDY
-78.2%
+66.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.1% | +4.4% | -2.3% |
| 7D | -2.1% | -13.3% | +11.2% | +0.5% |
| 30D | -1.7% | -10.2% | +8.4% | 0.0% |
| 3M | -8.2% | -0.1% | -8.1% | -8.7% |
| 6M | -2.4% | +6.3% | -8.8% | -4.9% |
| YTD | -2.8% | -43.3% | +40.5% | +5.2% |
| 1Y | -2.7% | -56.1% | +53.5% | +9.6% |
| 3Y | +7.3% | -51.1% | +58.4% | +9.5% |
| 5Y | -11.4% | -78.5% | +67.1% | -7.7% |
| All | -11.4% | -78.2% | +66.8% | -7.7% |
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