+762.6%
WDC vs MNDY
-51.7%
+814.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -8.1% | +10.3% | +3.2% |
| 7D | +6.0% | -13.3% | +19.3% | +7.8% |
| 30D | +9.9% | -10.2% | +20.1% | +10.9% |
| 3M | -9.4% | -0.1% | -9.3% | -10.8% |
| 6M | +94.7% | +6.3% | +88.4% | +87.7% |
| YTD | +177.4% | -43.3% | +220.7% | +194.8% |
| 1Y | +412.6% | -56.1% | +468.7% | +464.7% |
| 3Y | +1,359.8% | -51.1% | +1,410.9% | +1,441.1% |
| 5Y | +992.6% | -78.5% | +1,071.1% | +1,002.8% |
| All | +762.6% | -51.7% | +814.3% | +747.9% |
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