+26.1%
WCN vs MNDY
-76.8%
+102.9%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | +0.1% |
| 7D | -3.1% | -4.6% | +1.5% | -2.9% |
| 30D | -3.4% | +1.0% | -4.4% | -3.5% |
| 3M | +3.0% | +9.1% | -6.2% | +2.3% |
| 6M | -3.8% | +14.2% | -18.0% | -4.8% |
| YTD | -8.3% | -41.1% | +32.8% | -6.5% |
| 1Y | -9.7% | -54.7% | +45.0% | -6.9% |
| 3Y | +17.2% | -50.6% | +67.7% | +17.7% |
| All | +26.1% | -76.8% | +102.9% | +23.5% |
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