+204.2%
TPR vs MNDY
-53.2%
+257.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -2.9% |
| 7D | -7.3% | -14.1% | +6.8% | -5.4% |
| 30D | -30.7% | -8.5% | -22.3% | -30.3% |
| 3M | -21.6% | -2.5% | -19.1% | -22.2% |
| 6M | -21.3% | +0.1% | -21.4% | -23.1% |
| YTD | -10.2% | -45.0% | +34.9% | -4.1% |
| 1Y | +9.5% | -58.1% | +67.6% | +21.7% |
| 3Y | +280.8% | -52.6% | +333.4% | +296.2% |
| 5Y | +218.7% | -79.3% | +298.0% | +204.7% |
| All | +204.2% | -53.2% | +257.3% | +206.4% |
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