+106.3%
TD vs MNDY
-49.8%
+156.2%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -0.5% | -4.6% | +4.1% | -0.3% |
| 30D | -1.9% | +1.0% | -2.9% | -2.1% |
| 3M | +4.8% | +9.1% | -4.4% | +4.0% |
| 6M | +28.0% | +14.2% | +13.8% | +26.3% |
| YTD | +30.3% | -41.1% | +71.4% | +33.1% |
| 1Y | +59.8% | -54.7% | +114.5% | +65.4% |
| 3Y | +124.7% | -50.6% | +175.3% | +127.5% |
| 5Y | +127.0% | -76.7% | +203.6% | +121.7% |
| All | +106.3% | -49.8% | +156.2% | +106.7% |
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