+74.0%
NDAQ vs MNDY
-49.8%
+123.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -1.1% |
| 7D | -5.9% | -4.6% | -1.2% | -5.4% |
| 30D | -4.7% | +1.0% | -5.7% | -5.0% |
| 3M | +5.5% | +9.1% | -3.6% | +4.0% |
| 6M | +7.4% | +14.2% | -6.8% | +4.7% |
| YTD | -5.5% | -41.1% | +35.7% | -1.4% |
| 1Y | -3.7% | -54.7% | +51.0% | +2.9% |
| 3Y | +85.0% | -50.6% | +135.6% | +89.2% |
| 5Y | +49.0% | -76.7% | +125.6% | +46.5% |
| All | +74.0% | -49.8% | +123.8% | +75.3% |
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