+237.9%
WCC vs MNDY
-51.7%
+289.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -8.1% | +10.6% | +3.7% |
| 7D | +8.5% | -13.3% | +21.8% | +10.6% |
| 30D | -1.0% | -10.2% | +9.2% | 0.0% |
| 3M | +2.1% | -0.1% | +2.2% | +0.8% |
| 6M | +36.8% | +6.3% | +30.5% | +32.0% |
| YTD | +47.7% | -43.3% | +91.0% | +57.7% |
| 1Y | +66.5% | -56.1% | +122.6% | +84.8% |
| 3Y | +134.2% | -51.1% | +185.3% | +146.7% |
| 5Y | +231.6% | -78.5% | +310.1% | +223.9% |
| All | +237.9% | -51.7% | +289.6% | +267.2% |
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