-21.1%
TGT vs MNDY
-49.8%
+28.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | -0.1% |
| 7D | -5.2% | -4.6% | -0.6% | -4.8% |
| 30D | +1.2% | +1.0% | +0.2% | +0.9% |
| 3M | +18.4% | +9.1% | +9.3% | +16.8% |
| 6M | +33.4% | +14.2% | +19.2% | +29.9% |
| YTD | +63.8% | -41.1% | +105.0% | +70.7% |
| 1Y | +77.2% | -54.7% | +131.9% | +89.5% |
| 3Y | +41.8% | -50.6% | +92.3% | +44.4% |
| 5Y | -25.5% | -76.7% | +51.1% | -29.2% |
| All | -21.1% | -49.8% | +28.7% | -20.0% |
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