-54.3%
TE vs MNDY
-49.8%
-4.4%
-94.1%
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% | +0.1% |
| 7D | +0.2% | -4.6% | +4.9% | +1.1% |
| 30D | -5.9% | +1.0% | -7.0% | -7.3% |
| 3M | -45.6% | +9.1% | -54.7% | -48.6% |
| 6M | -43.4% | +14.2% | -57.6% | -48.2% |
| YTD | -31.0% | -41.1% | +10.2% | -23.9% |
| 1Y | +145.2% | -54.7% | +199.9% | +189.7% |
| 3Y | -24.1% | -50.6% | +26.5% | -19.1% |
| 5Y | -48.1% | -76.7% | +28.5% | -44.5% |
| All | -54.3% | -49.8% | -4.4% | -50.8% |
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