+20.3%
WAT vs MNDY
-50.8%
+71.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.0% | -5.8% | -1.3% |
| 7D | -2.9% | -12.5% | +9.6% | -1.6% |
| 30D | -3.2% | -2.6% | -0.6% | -3.2% |
| 3M | +10.6% | +4.2% | +6.3% | +9.5% |
| 6M | +34.0% | +9.8% | +24.3% | +31.1% |
| YTD | +5.7% | -42.3% | +48.0% | +10.4% |
| 1Y | +37.1% | -54.5% | +91.6% | +45.8% |
| 3Y | +52.4% | -50.3% | +102.6% | +56.1% |
| 5Y | -4.4% | -77.1% | +72.7% | -6.0% |
| All | +20.3% | -50.8% | +71.1% | +21.2% |
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