+195.3%
TER vs MNDY
-50.8%
+246.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.0% | -8.5% | -4.3% |
| 7D | +9.4% | -12.5% | +21.9% | +11.4% |
| 30D | -2.4% | -2.6% | +0.2% | -2.8% |
| 3M | +6.5% | +4.2% | +2.3% | +3.6% |
| 6M | +23.2% | +9.8% | +13.4% | +16.6% |
| YTD | +91.5% | -42.3% | +133.8% | +104.4% |
| 1Y | +214.8% | -54.5% | +269.3% | +251.4% |
| 3Y | +275.3% | -50.3% | +325.6% | +291.1% |
| 5Y | +211.9% | -77.1% | +289.0% | +212.4% |
| All | +195.3% | -50.8% | +246.1% | +195.6% |
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