-18.7%
WDAY vs MNDY
-51.7%
+33.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -8.1% | +3.3% | -2.5% |
| 7D | -6.1% | -13.3% | +7.2% | -2.2% |
| 30D | +3.7% | -10.2% | +13.9% | +6.9% |
| 3M | +29.6% | -0.1% | +29.7% | +30.0% |
| 6M | +23.3% | +6.3% | +17.0% | +21.5% |
| YTD | -13.3% | -43.3% | +30.0% | -0.9% |
| 1Y | -19.6% | -56.1% | +36.5% | -3.3% |
| 3Y | -25.7% | -51.1% | +25.5% | -18.9% |
| 5Y | -31.6% | -78.5% | +46.9% | -27.8% |
| All | -18.7% | -51.7% | +33.0% | -17.2% |
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