+17.9%
NWSA vs MNDY
-51.7%
+69.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.1% | +6.3% | -0.9% |
| 7D | -2.6% | -13.3% | +10.7% | -1.0% |
| 30D | +4.6% | -10.2% | +14.7% | +5.7% |
| 3M | +10.2% | -0.1% | +10.3% | +9.7% |
| 6M | +21.6% | +6.3% | +15.3% | +19.3% |
| YTD | +14.6% | -43.3% | +57.9% | +20.8% |
| 1Y | +0.4% | -56.1% | +56.5% | +8.8% |
| 3Y | +45.0% | -51.1% | +96.1% | +49.1% |
| 5Y | +41.3% | -78.5% | +119.8% | +36.7% |
| All | +17.9% | -51.7% | +69.6% | +19.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling