+112.7%
SPOT vs MNDY
-49.8%
+162.5%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.2% |
| 7D | -3.1% | -4.6% | +1.6% | -1.9% |
| 30D | +7.4% | +1.0% | +6.3% | +6.4% |
| 3M | +8.2% | +9.1% | -0.9% | +4.2% |
| 6M | +2.2% | +14.2% | -12.0% | -4.4% |
| YTD | -9.5% | -41.1% | +31.7% | +0.7% |
| 1Y | -23.8% | -54.7% | +30.9% | -9.8% |
| 3Y | +233.5% | -50.6% | +284.0% | +251.5% |
| 5Y | +112.2% | -76.7% | +188.9% | +112.6% |
| All | +112.7% | -49.8% | +162.5% | +101.6% |
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