-91.6%
NIO vs MNDY
-50.8%
-40.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.0% | -8.2% | -4.5% |
| 7D | -7.3% | -12.5% | +5.2% | -4.2% |
| 30D | -22.5% | -2.6% | -19.9% | -22.6% |
| 3M | -30.9% | +4.2% | -35.1% | -32.8% |
| 6M | -37.2% | +9.8% | -46.9% | -40.8% |
| YTD | -29.8% | -42.3% | +12.5% | -22.1% |
| 1Y | -37.4% | -54.5% | +17.1% | -26.4% |
| 3Y | -64.3% | -50.3% | -14.1% | -64.8% |
| 5Y | -90.6% | -77.1% | -13.5% | -91.1% |
| All | -91.6% | -50.8% | -40.8% | -93.0% |
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