+29.7%
Q vs MNDY
-57.1%
+86.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.0% | -6.7% | -1.2% |
| 7D | +4.1% | -12.5% | +16.6% | +2.8% |
| 30D | -10.7% | -2.6% | -8.1% | -10.6% |
| 3M | -11.7% | +4.2% | -15.9% | -9.6% |
| 6M | +8.3% | +9.8% | -1.4% | +10.5% |
| YTD | +51.3% | -42.3% | +93.6% | +56.5% |
| All | +29.7% | -57.1% | +86.8% | +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