+45.7%
UNP vs MNDY
-49.8%
+95.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.4% | -0.6% |
| 7D | -1.8% | -4.6% | +2.8% | -1.6% |
| 30D | -2.7% | +1.0% | -3.8% | -2.9% |
| 3M | +6.5% | +9.1% | -2.6% | +5.9% |
| 6M | +14.4% | +14.2% | +0.2% | +13.1% |
| YTD | +24.8% | -41.1% | +66.0% | +27.4% |
| 1Y | +34.4% | -54.7% | +89.1% | +38.9% |
| 3Y | +43.6% | -50.6% | +94.1% | +45.9% |
| 5Y | +53.2% | -76.7% | +129.9% | +51.6% |
| All | +45.7% | -49.8% | +95.5% | +51.0% |
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