+81.1%
QLD vs MNDY
-79.2%
+160.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -9.1% | +15.9% | +9.7% |
| 7D | -1.4% | -16.1% | +14.7% | +3.9% |
| 30D | -19.6% | -10.2% | -9.4% | -17.7% |
| 3M | -14.1% | -14.2% | 0.0% | -12.4% |
| 6M | -13.6% | +10.9% | -24.5% | -21.7% |
| YTD | +12.5% | -45.8% | +58.4% | +28.6% |
| 1Y | +13.1% | -57.8% | +71.0% | +40.9% |
| 3Y | +154.7% | -41.0% | +195.7% | +151.4% |
| 5Y | +81.1% | -82.0% | +163.1% | +114.8% |
| All | +81.1% | -79.2% | +160.3% | +114.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling