+957.1%
WDC vs MNDY
-77.7%
+1,034.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.0% | -9.4% | -5.1% |
| 7D | +4.4% | -12.5% | +16.9% | +6.2% |
| 30D | +5.3% | -2.6% | +7.9% | +5.0% |
| 3M | -5.9% | +4.2% | -10.2% | -8.2% |
| 6M | +73.2% | +9.8% | +63.5% | +65.5% |
| YTD | +167.8% | -42.3% | +210.1% | +185.4% |
| 1Y | +386.0% | -54.5% | +440.5% | +436.6% |
| 3Y | +1,309.7% | -50.3% | +1,360.0% | +1,385.6% |
| 5Y | +957.1% | -77.1% | +1,034.2% | +985.8% |
| All | +957.1% | -77.7% | +1,034.8% | +985.8% |
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