+2.0%
MUB vs MNDY
-55.0%
+56.9%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.6% | -0.4% |
| 7D | -1.3% | -11.3% | +10.0% | -1.2% |
| 30D | +2.2% | -10.8% | +13.0% | +2.2% |
| 3M | -1.6% | -17.3% | +15.7% | -1.5% |
| 6M | -1.3% | +15.2% | -16.5% | -1.4% |
| YTD | -0.7% | -47.1% | +46.5% | -0.4% |
| 1Y | -0.2% | -51.4% | +51.2% | +0.1% |
| 3Y | +9.6% | -49.6% | +59.3% | +9.7% |
| 5Y | +2.6% | -78.6% | +81.1% | +2.3% |
| All | +2.0% | -55.0% | +56.9% | +2.0% |
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