+132.3%
MSI vs MNDY
-50.8%
+183.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.0% | -4.1% | +0.5% |
| 7D | -1.8% | -12.5% | +10.7% | -0.8% |
| 30D | -0.6% | -2.6% | +2.0% | -0.6% |
| 3M | +13.0% | +4.2% | +8.8% | +12.2% |
| 6M | +0.5% | +9.8% | -9.2% | -0.9% |
| YTD | +21.7% | -42.3% | +64.0% | +25.3% |
| 1Y | -2.6% | -54.5% | +51.9% | +1.8% |
| 3Y | +69.7% | -50.3% | +119.9% | +71.1% |
| 5Y | +102.8% | -77.1% | +179.9% | +100.5% |
| All | +132.3% | -50.8% | +183.1% | +141.7% |
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 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