+407.4%
P vs MNDY
-53.2%
+460.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -1.0% | -3.3% |
| 7D | +5.0% | -14.1% | +19.1% | +8.5% |
| 30D | -0.9% | -8.5% | +7.5% | +0.2% |
| 3M | +38.7% | -2.5% | +41.2% | +36.5% |
| 6M | +54.4% | +0.1% | +54.3% | +49.5% |
| YTD | +44.8% | -45.0% | +89.9% | +60.5% |
| 1Y | +22.5% | -58.1% | +80.6% | +43.9% |
| 3Y | +148.2% | -52.6% | +200.9% | +176.7% |
| 5Y | +268.9% | -79.3% | +348.2% | +301.6% |
| All | +407.4% | -53.2% | +460.5% | +444.3% |
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