+1.3%
WAT vs MNDY
-76.8%
+78.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.4% |
| 7D | -0.3% | -4.6% | +4.4% | +0.2% |
| 30D | -1.9% | +1.0% | -2.9% | -2.2% |
| 3M | +13.5% | +9.1% | +4.4% | +11.7% |
| 6M | +37.2% | +14.2% | +23.0% | +33.3% |
| YTD | +7.5% | -41.1% | +48.7% | +12.5% |
| 1Y | +35.0% | -54.7% | +89.7% | +44.6% |
| 3Y | +55.1% | -50.6% | +105.6% | +58.9% |
| All | +1.3% | -76.8% | +78.1% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling