-18.9%
WDAY vs MNDY
-49.8%
+30.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | -0.2% |
| 7D | -5.2% | -4.6% | -0.5% | -3.9% |
| 30D | +5.9% | +1.0% | +4.9% | +5.7% |
| 3M | +42.3% | +9.1% | +33.1% | +39.2% |
| 6M | +34.7% | +14.2% | +20.5% | +30.1% |
| YTD | -13.5% | -41.1% | +27.6% | -2.3% |
| 1Y | -18.1% | -54.7% | +36.6% | -2.3% |
| 3Y | -26.4% | -50.6% | +24.2% | -20.0% |
| 5Y | -30.6% | -76.7% | +46.1% | -27.7% |
| All | -18.9% | -49.8% | +30.9% | -18.4% |
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 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