+22.7%
WAT vs MNDY
-47.4%
+70.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.4% | +5.4% | -0.3% |
| 7D | -1.3% | -9.6% | +8.3% | -0.2% |
| 30D | +2.3% | -0.4% | +2.8% | +2.2% |
| 3M | +8.7% | +4.3% | +4.4% | +7.7% |
| 6M | +28.3% | +19.8% | +8.5% | +24.4% |
| YTD | +7.8% | -38.3% | +46.1% | +11.8% |
| 1Y | +36.6% | -50.1% | +86.7% | +44.0% |
| 3Y | +45.7% | -48.4% | +94.1% | +48.7% |
| 5Y | -3.3% | -76.0% | +72.7% | -5.6% |
| All | +22.7% | -47.4% | +70.1% | +22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling