+258.9%
WAB vs MNDY
-49.8%
+308.8%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.9% |
| 7D | +0.1% | -4.6% | +4.8% | +0.5% |
| 30D | -4.1% | +1.0% | -5.1% | -4.4% |
| 3M | +8.2% | +9.1% | -0.9% | +6.7% |
| 6M | +15.4% | +14.2% | +1.2% | +12.6% |
| YTD | +33.1% | -41.1% | +74.3% | +38.3% |
| 1Y | +48.1% | -54.7% | +102.8% | +57.6% |
| 3Y | +167.7% | -50.6% | +218.3% | +176.5% |
| 5Y | +225.7% | -76.7% | +302.4% | +218.2% |
| All | +258.9% | -49.8% | +308.8% | +272.6% |
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