+22.0%
SHW vs MNDY
-49.8%
+71.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.1% | +1.7% |
| 7D | -3.1% | -4.6% | +1.5% | -2.7% |
| 30D | -10.0% | +1.0% | -11.1% | -10.3% |
| 3M | +2.3% | +9.1% | -6.9% | +1.1% |
| 6M | +0.7% | +14.2% | -13.5% | -1.5% |
| YTD | +0.5% | -41.1% | +41.6% | +4.3% |
| 1Y | -11.5% | -54.7% | +43.2% | -6.1% |
| 3Y | +21.3% | -50.6% | +71.9% | +23.6% |
| 5Y | +12.5% | -76.7% | +89.2% | +8.7% |
| All | +22.0% | -49.8% | +71.8% | +26.4% |
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