+31.5%
USB vs MNDY
-53.8%
+85.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -9.1% | +11.6% | +3.2% |
| 7D | +0.8% | -16.1% | +16.9% | +2.0% |
| 30D | +6.8% | -10.2% | +16.9% | +7.4% |
| 3M | -3.8% | -14.2% | +10.4% | -3.2% |
| 6M | +11.7% | +10.9% | +0.8% | +9.9% |
| YTD | +17.5% | -45.8% | +63.3% | +21.3% |
| 1Y | +33.8% | -57.8% | +91.6% | +40.7% |
| 3Y | +104.2% | -41.0% | +145.3% | +108.0% |
| 5Y | +26.4% | -82.0% | +108.4% | +22.6% |
| All | +31.5% | -53.8% | +85.4% | +38.0% |
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