+252.3%
URI vs MNDY
-53.2%
+305.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.4% | +1.8% |
| 7D | +5.0% | -14.1% | +19.1% | +7.1% |
| 30D | -9.4% | -8.5% | -0.9% | -8.7% |
| 3M | -5.8% | -2.5% | -3.3% | -6.5% |
| 6M | +25.8% | +0.1% | +25.8% | +23.1% |
| YTD | +27.9% | -45.0% | +72.9% | +37.1% |
| 1Y | +9.7% | -58.1% | +67.8% | +22.1% |
| 3Y | +128.0% | -52.6% | +180.6% | +140.3% |
| 5Y | +212.4% | -79.3% | +291.7% | +211.3% |
| All | +252.3% | -53.2% | +305.5% | +278.6% |
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