+44.6%
UBER vs MNDY
-49.8%
+94.5%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.2% | -1.7% |
| 7D | -5.4% | -4.6% | -0.8% | -4.3% |
| 30D | -4.9% | +1.0% | -5.9% | -5.8% |
| 3M | +3.0% | +9.1% | -6.1% | -0.5% |
| 6M | -4.4% | +14.2% | -18.6% | -10.1% |
| YTD | -12.3% | -41.1% | +28.9% | -3.0% |
| 1Y | -24.3% | -54.7% | +30.4% | -10.8% |
| 3Y | +46.4% | -50.6% | +97.0% | +54.1% |
| 5Y | +79.7% | -76.7% | +156.3% | +84.2% |
| All | +44.6% | -49.8% | +94.5% | +28.4% |
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