+13.8%
OMC vs MNDY
-49.8%
+63.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -0.7% |
| 7D | -4.4% | -4.6% | +0.3% | -4.0% |
| 30D | -7.6% | +1.0% | -8.6% | -7.8% |
| 3M | +4.5% | +9.1% | -4.6% | +3.5% |
| 6M | -0.3% | +14.2% | -14.5% | -2.1% |
| YTD | -0.1% | -41.1% | +41.0% | +3.4% |
| 1Y | +4.6% | -54.7% | +59.4% | +10.3% |
| 3Y | +10.5% | -50.6% | +61.0% | +12.7% |
| 5Y | +31.7% | -76.7% | +108.4% | +26.1% |
| All | +13.8% | -49.8% | +63.7% | +15.3% |
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