+28.7%
NEE vs MNDY
-49.8%
+78.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.2% |
| 7D | -1.3% | -4.6% | +3.3% | -1.2% |
| 30D | -3.3% | +1.0% | -4.4% | -3.4% |
| 3M | -2.3% | +9.1% | -11.4% | -2.7% |
| 6M | -8.9% | +14.2% | -23.1% | -9.7% |
| YTD | +4.8% | -41.1% | +45.9% | +6.7% |
| 1Y | +18.7% | -54.7% | +73.4% | +22.3% |
| 3Y | +33.2% | -50.6% | +83.8% | +33.0% |
| 5Y | +10.9% | -76.7% | +87.5% | +6.5% |
| All | +28.7% | -49.8% | +78.5% | +29.8% |
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