+31.1%
USB vs MNDY
-55.9%
+87.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | 0.0% |
| 7D | +1.4% | -18.4% | +19.8% | +2.8% |
| 30D | +6.4% | -14.1% | +20.6% | +7.4% |
| 3M | -4.5% | -13.8% | +9.3% | -3.9% |
| 6M | +11.4% | +6.0% | +5.4% | +9.8% |
| YTD | +17.1% | -48.2% | +65.3% | +21.3% |
| 1Y | +32.6% | -54.0% | +86.6% | +38.6% |
| 3Y | +101.8% | -45.5% | +147.3% | +106.6% |
| 5Y | +25.1% | -78.2% | +103.4% | +23.0% |
| All | +31.1% | -55.9% | +87.0% | +37.9% |
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