+60.6%
T vs MNDY
-50.8%
+111.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.0% | -3.4% | +1.5% |
| 7D | -2.4% | -12.5% | +10.0% | -2.3% |
| 30D | +4.3% | -2.6% | +6.9% | +4.3% |
| 3M | +11.6% | +4.2% | +7.3% | +11.4% |
| 6M | -5.6% | +9.8% | -15.3% | -5.7% |
| YTD | +6.6% | -42.3% | +48.8% | +7.0% |
| 1Y | -8.4% | -54.5% | +46.2% | -7.7% |
| 3Y | +107.8% | -50.3% | +158.1% | +107.5% |
| 5Y | +68.3% | -77.1% | +145.4% | +61.8% |
| All | +60.6% | -50.8% | +111.4% | +59.0% |
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