+24.5%
Q vs MNDY
-60.7%
+85.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.2% | -4.8% | -3.3% |
| 7D | +1.2% | -11.3% | +12.5% | -0.5% |
| 30D | -2.7% | -10.8% | +8.1% | -4.2% |
| 3M | -16.9% | -17.3% | +0.3% | -18.2% |
| 6M | -26.9% | +15.2% | -42.1% | -25.4% |
| YTD | +45.2% | -47.1% | +92.4% | +48.9% |
| 1Y | +38.1% | -51.4% | +89.6% | +41.0% |
| All | +24.5% | -60.7% | +85.2% | +23.5% |
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