+177.1%
QLD vs MNDY
-51.7%
+228.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.1% | +8.0% | +2.3% |
| 7D | +3.0% | -13.3% | +16.3% | +7.2% |
| 30D | -1.8% | -10.2% | +8.3% | +0.6% |
| 3M | -1.8% | -0.1% | -1.7% | -4.0% |
| 6M | +36.9% | +6.3% | +30.6% | +28.5% |
| YTD | +28.7% | -43.3% | +72.0% | +45.9% |
| 1Y | +41.9% | -56.1% | +98.0% | +72.9% |
| 3Y | +184.2% | -51.1% | +235.3% | +211.1% |
| 5Y | +122.1% | -78.5% | +200.6% | +134.2% |
| All | +177.1% | -51.7% | +228.7% | +200.1% |
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