+1.0%
MUB vs MNDY
-49.8%
+50.9%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | +0.4% |
| 7D | -0.8% | -4.6% | +3.8% | -0.8% |
| 30D | -2.4% | +1.0% | -3.4% | -2.4% |
| 3M | -2.8% | +9.1% | -12.0% | -2.9% |
| 6M | -2.2% | +14.2% | -16.4% | -2.4% |
| YTD | -1.6% | -41.1% | +39.6% | -1.4% |
| 1Y | 0.0% | -54.7% | +54.8% | +0.4% |
| 3Y | +7.9% | -50.6% | +58.4% | +7.9% |
| 5Y | +1.2% | -76.7% | +77.9% | +0.9% |
| All | +1.0% | -49.8% | +50.9% | +1.0% |
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