+63.2%
V vs MNDY
-50.8%
+114.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.1% | -0.5% |
| 7D | -3.0% | -12.5% | +9.4% | -1.9% |
| 30D | +1.2% | -2.6% | +3.8% | +1.3% |
| 3M | +13.9% | +4.2% | +9.7% | +13.0% |
| 6M | +17.2% | +9.8% | +7.5% | +15.3% |
| YTD | +5.3% | -42.3% | +47.6% | +9.0% |
| 1Y | +9.5% | -54.5% | +64.0% | +15.2% |
| 3Y | +51.9% | -50.3% | +102.2% | +54.4% |
| 5Y | +69.6% | -77.1% | +146.7% | +64.1% |
| All | +63.2% | -50.8% | +114.1% | +65.3% |
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