-56.4%
U vs MNDY
-49.8%
-6.5%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.0% | +2.5% | +3.5% |
| 7D | +5.5% | -4.6% | +10.2% | +7.5% |
| 30D | -1.3% | +1.0% | -2.3% | -3.3% |
| 3M | +64.6% | +9.1% | +55.5% | +52.7% |
| 6M | +119.4% | +14.2% | +105.1% | +93.9% |
| YTD | -0.5% | -41.1% | +40.7% | +21.0% |
| 1Y | +1.3% | -54.7% | +56.0% | +38.4% |
| 3Y | +15.6% | -50.6% | +66.2% | +24.7% |
| 5Y | -67.5% | -76.7% | +9.2% | -64.1% |
| All | -56.4% | -49.8% | -6.5% | -56.6% |
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