-37.2%
UPS vs MNDY
-49.8%
+12.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.2% |
| 7D | -2.0% | -4.6% | +2.7% | -1.6% |
| 30D | -2.0% | +1.0% | -3.0% | -2.2% |
| 3M | -6.2% | +9.1% | -15.4% | -7.2% |
| 6M | +2.8% | +14.2% | -11.4% | +0.9% |
| YTD | +5.9% | -41.1% | +47.0% | +9.5% |
| 1Y | +26.2% | -54.7% | +81.0% | +33.2% |
| 3Y | -26.0% | -50.6% | +24.6% | -24.4% |
| 5Y | -34.3% | -76.7% | +42.4% | -36.7% |
| All | -37.2% | -49.8% | +12.7% | -35.3% |
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