-31.5%
TECH vs MNDY
-55.0%
+23.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | -0.1% |
| 7D | +0.1% | -11.3% | +11.4% | +1.7% |
| 30D | +0.5% | -10.8% | +11.4% | +1.8% |
| 3M | +1.1% | -17.3% | +18.4% | +2.9% |
| 6M | +62.8% | +15.2% | +47.6% | +56.1% |
| YTD | +24.5% | -47.1% | +71.6% | +32.6% |
| 1Y | +20.6% | -51.4% | +72.1% | +30.0% |
| 3Y | +29.5% | -49.6% | +79.1% | +31.4% |
| 5Y | -40.9% | -78.6% | +37.6% | -42.8% |
| All | -31.5% | -55.0% | +23.4% | -29.7% |
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