+33.2%
WAT vs MNDY
-78.9%
+112.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.7% | -0.6% |
| 7D | +0.6% | -11.3% | +11.9% | +1.9% |
| 30D | +5.4% | -10.8% | +16.2% | +6.5% |
| 3M | +11.3% | -17.3% | +28.6% | +12.9% |
| 6M | +37.4% | +15.2% | +22.2% | +32.9% |
| YTD | +21.2% | -47.1% | +68.3% | +27.8% |
| 1Y | +21.3% | -51.4% | +72.8% | +29.1% |
| 3Y | +83.4% | -49.6% | +133.0% | +87.0% |
| All | +33.2% | -78.9% | +112.0% | +33.5% |
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