-70.3%
W vs MNDY
-50.8%
-19.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.7% | -4.8% |
| 7D | +0.5% | -12.5% | +13.0% | +5.7% |
| 30D | -5.6% | -2.6% | -2.9% | -5.9% |
| 3M | +41.9% | +4.2% | +37.7% | +36.6% |
| 6M | +30.2% | +9.8% | +20.5% | +19.1% |
| YTD | -2.9% | -42.3% | +39.3% | +15.0% |
| 1Y | +11.6% | -54.5% | +66.1% | +44.1% |
| 3Y | +37.0% | -50.3% | +87.2% | +48.1% |
| 5Y | -62.8% | -77.1% | +14.3% | -61.9% |
| All | -70.3% | -50.8% | -19.5% | -69.6% |
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