+27.3%
WAT vs MNDY
-51.7%
+79.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.8% | +1.3% |
| 7D | -1.9% | -1.0% | -0.9% | -1.8% |
| 30D | +6.2% | +17.1% | -10.9% | +4.0% |
| 3M | +18.1% | +3.2% | +14.9% | +16.9% |
| 6M | +54.9% | +25.2% | +29.7% | +47.7% |
| YTD | +23.1% | -34.4% | +57.5% | +26.8% |
| 1Y | +27.3% | -49.8% | +77.1% | +30.4% |
| All | +27.3% | -51.7% | +79.0% | +30.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling