-26.8%
TRMB vs MNDY
-49.8%
+23.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.5% | +1.1% |
| 7D | -3.0% | -4.6% | +1.6% | -2.2% |
| 30D | +2.3% | +1.0% | +1.3% | +1.8% |
| 3M | +15.3% | +9.1% | +6.2% | +12.6% |
| 6M | -14.7% | +14.2% | -28.9% | -18.1% |
| YTD | -26.4% | -41.1% | +14.7% | -20.4% |
| 1Y | -30.4% | -54.7% | +24.3% | -21.3% |
| 3Y | +13.5% | -50.6% | +64.1% | +20.6% |
| 5Y | -38.6% | -76.7% | +38.1% | -37.0% |
| All | -26.8% | -49.8% | +23.1% | -24.1% |
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