+10.2%
TRI vs MNDY
-49.8%
+60.0%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.5% |
| 7D | -7.9% | -4.6% | -3.2% | -7.3% |
| 30D | -4.5% | +1.0% | -5.5% | -4.6% |
| 3M | +22.1% | +9.1% | +13.0% | +20.9% |
| 6M | -2.8% | +14.2% | -17.0% | -4.4% |
| YTD | -23.4% | -41.1% | +17.7% | -20.3% |
| 1Y | -41.5% | -54.7% | +13.2% | -37.9% |
| 3Y | -19.2% | -50.6% | +31.4% | -16.9% |
| 5Y | -9.4% | -76.7% | +67.3% | -8.5% |
| All | +10.2% | -49.8% | +60.0% | +15.4% |
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