-7.4%
WBD vs MNDY
-53.2%
+45.8%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.3% | -0.3% |
| 7D | -1.7% | -14.1% | +12.4% | +0.6% |
| 30D | +3.9% | -8.5% | +12.3% | +4.9% |
| 3M | +5.1% | -2.5% | +7.6% | +4.5% |
| 6M | +0.6% | +0.1% | +0.5% | -1.4% |
| YTD | -3.2% | -45.0% | +41.9% | +4.3% |
| 1Y | +127.7% | -58.1% | +185.8% | +156.1% |
| 3Y | +146.6% | -52.6% | +199.2% | +159.3% |
| 5Y | +4.2% | -79.3% | +83.4% | 0.0% |
| All | -7.4% | -53.2% | +45.8% | -14.4% |
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 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