+36.2%
QSR vs MNDY
-49.8%
+86.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.3% | +0.5% |
| 7D | -4.0% | -4.6% | +0.6% | -3.7% |
| 30D | +2.8% | +1.0% | +1.7% | +2.5% |
| 3M | +5.1% | +9.1% | -4.0% | +4.3% |
| 6M | +8.8% | +14.2% | -5.4% | +7.2% |
| YTD | +14.8% | -41.1% | +56.0% | +17.4% |
| 1Y | +25.7% | -54.7% | +80.4% | +30.3% |
| 3Y | +27.5% | -50.6% | +78.1% | +28.5% |
| 5Y | +41.3% | -76.7% | +117.9% | +37.5% |
| All | +36.2% | -49.8% | +86.0% | +38.6% |
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