+234.8%
WCC vs MNDY
-49.8%
+284.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.0% | +1.8% | +3.4% |
| 7D | +1.5% | -4.6% | +6.2% | +2.1% |
| 30D | -2.1% | +1.0% | -3.2% | -2.9% |
| 3M | +3.8% | +9.1% | -5.3% | +1.0% |
| 6M | +35.0% | +14.2% | +20.8% | +28.7% |
| YTD | +46.4% | -41.1% | +87.5% | +55.3% |
| 1Y | +63.0% | -54.7% | +117.7% | +80.1% |
| 3Y | +133.9% | -50.6% | +184.5% | +146.0% |
| 5Y | +226.5% | -76.7% | +303.2% | +218.1% |
| All | +234.8% | -49.8% | +284.7% | +261.7% |
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 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