-30.8%
WDAY vs MNDY
-77.7%
+46.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -2.1% |
| 7D | -10.5% | -12.5% | +1.9% | -6.9% |
| 30D | +2.1% | -2.6% | +4.7% | +3.0% |
| 3M | +34.6% | +4.2% | +30.4% | +33.3% |
| 6M | +29.9% | +9.8% | +20.1% | +26.5% |
| YTD | -13.8% | -42.3% | +28.5% | -1.2% |
| 1Y | -18.3% | -54.5% | +36.3% | -1.3% |
| 3Y | -26.2% | -50.3% | +24.1% | -20.0% |
| 5Y | -30.8% | -77.1% | +46.3% | -26.2% |
| All | -30.8% | -77.7% | +46.8% | -26.2% |
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 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