+28.3%
USB vs MNDY
-49.2%
+77.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | -0.1% |
| 7D | 0.0% | -8.0% | +8.0% | +0.6% |
| 30D | +5.8% | +5.3% | +0.5% | +5.3% |
| 3M | -6.0% | +0.4% | -6.4% | -6.4% |
| 6M | +7.8% | +18.9% | -11.1% | +5.5% |
| YTD | +14.6% | -40.4% | +55.0% | +17.6% |
| 1Y | +31.8% | -51.4% | +83.2% | +37.2% |
| 3Y | +91.5% | -32.3% | +123.8% | +93.3% |
| 5Y | +22.0% | -74.9% | +97.0% | +19.3% |
| All | +28.3% | -49.2% | +77.5% | +33.7% |
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