+708.2%
WDC vs MNDY
-49.8%
+758.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -4.9% | -3.2% |
| 7D | -4.3% | -4.6% | +0.3% | -3.8% |
| 30D | -1.5% | +1.0% | -2.5% | -2.3% |
| 3M | -15.5% | +9.1% | -24.6% | -17.9% |
| 6M | +66.5% | +14.2% | +52.2% | +58.6% |
| YTD | +159.9% | -41.1% | +201.0% | +174.7% |
| 1Y | +366.0% | -54.7% | +420.7% | +411.2% |
| 3Y | +1,285.8% | -50.6% | +1,336.4% | +1,360.9% |
| 5Y | +925.6% | -76.7% | +1,002.2% | +928.5% |
| All | +708.2% | -49.8% | +758.1% | +690.1% |
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