+107.6%
NDAQ vs MNDY
-55.0%
+162.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | +1.3% | -11.3% | +12.6% | +2.6% |
| 30D | +18.0% | -10.8% | +28.8% | +19.3% |
| 3M | +11.5% | -17.3% | +28.8% | +13.3% |
| 6M | +21.1% | +15.2% | +5.9% | +17.9% |
| YTD | +12.8% | -47.1% | +60.0% | +18.6% |
| 1Y | +25.7% | -51.4% | +77.1% | +33.3% |
| 3Y | +116.8% | -49.6% | +166.4% | +121.1% |
| 5Y | +67.3% | -78.6% | +145.8% | +65.4% |
| All | +107.6% | -55.0% | +162.6% | +111.0% |
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