+89.3%
UAL vs MNDY
-50.8%
+140.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.0% | -5.6% | -1.4% |
| 7D | -2.0% | -12.5% | +10.5% | +0.1% |
| 30D | -15.7% | -2.6% | -13.1% | -15.7% |
| 3M | +3.6% | +4.2% | -0.6% | +1.9% |
| 6M | +16.9% | +9.8% | +7.1% | +12.6% |
| YTD | -4.8% | -42.3% | +37.5% | +2.1% |
| 1Y | -0.9% | -54.5% | +53.6% | +10.4% |
| 3Y | +124.5% | -50.3% | +174.7% | +137.8% |
| 5Y | +140.2% | -77.1% | +217.3% | +144.5% |
| All | +89.3% | -50.8% | +140.1% | +88.9% |
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