+54.5%
USAR vs MNDY
-50.5%
+105.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -5.0% | -3.1% |
| 7D | -11.6% | -4.6% | -7.0% | -11.4% |
| 30D | -15.5% | +1.0% | -16.5% | -15.7% |
| 3M | -31.0% | +9.1% | -40.2% | -31.6% |
| 6M | -26.2% | +14.2% | -40.4% | -27.4% |
| YTD | +30.8% | -41.1% | +71.9% | +35.2% |
| 1Y | +7.1% | -54.7% | +61.8% | +13.0% |
| 3Y | +53.0% | -50.6% | +103.6% | +63.3% |
| All | +54.5% | -50.5% | +105.0% | +64.9% |
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