+116.7%
QQQ vs MNDY
-49.8%
+166.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.6% |
| 7D | -0.6% | -4.6% | +4.1% | +0.1% |
| 30D | -1.2% | +1.0% | -2.3% | -1.8% |
| 3M | -0.2% | +9.1% | -9.3% | -2.5% |
| 6M | +17.9% | +14.2% | +3.7% | +13.3% |
| YTD | +16.6% | -41.1% | +57.8% | +23.9% |
| 1Y | +23.0% | -54.7% | +77.7% | +35.6% |
| 3Y | +92.9% | -50.6% | +143.5% | +100.0% |
| 5Y | +95.6% | -76.7% | +172.3% | +93.8% |
| All | +116.7% | -49.8% | +166.5% | +117.5% |
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