-32.3%
TECH vs MNDY
-50.8%
+18.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.2% | -0.9% |
| 7D | -0.5% | -12.5% | +12.0% | +1.3% |
| 30D | 0.0% | -2.6% | +2.6% | 0.0% |
| 3M | +37.4% | +4.2% | +33.2% | +35.3% |
| 6M | +36.9% | +9.8% | +27.1% | +32.8% |
| YTD | +23.1% | -42.3% | +65.4% | +30.4% |
| 1Y | +42.2% | -54.5% | +96.8% | +55.1% |
| 3Y | +1.9% | -50.3% | +52.2% | +4.2% |
| 5Y | -42.9% | -77.1% | +34.2% | -45.1% |
| All | -32.3% | -50.8% | +18.5% | -30.9% |
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