+4.6%
SHOP vs MNDY
-49.8%
+54.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +0.9% |
| 7D | -11.2% | -4.6% | -6.6% | -9.4% |
| 30D | -14.4% | +1.0% | -15.4% | -15.2% |
| 3M | +16.6% | +9.1% | +7.5% | +10.8% |
| 6M | -0.6% | +14.2% | -14.8% | -8.5% |
| YTD | -20.0% | -41.1% | +21.2% | -4.7% |
| 1Y | -11.2% | -54.7% | +43.5% | +16.3% |
| 3Y | +99.5% | -50.6% | +150.1% | +122.0% |
| 5Y | -13.2% | -76.7% | +63.4% | -4.7% |
| All | +4.6% | -49.8% | +54.5% | +7.3% |
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