+35.1%
WEC vs MNDY
-49.8%
+84.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | 0.0% |
| 7D | -0.6% | -4.6% | +4.1% | -0.6% |
| 30D | -2.6% | +1.0% | -3.7% | -2.6% |
| 3M | -6.0% | +9.1% | -15.2% | -5.9% |
| 6M | -5.4% | +14.2% | -19.6% | -5.2% |
| YTD | +2.5% | -41.1% | +43.6% | +2.3% |
| 1Y | -0.7% | -54.7% | +54.0% | -1.0% |
| 3Y | +38.7% | -50.6% | +89.3% | +38.6% |
| 5Y | +31.7% | -76.7% | +108.3% | +27.1% |
| All | +35.1% | -49.8% | +84.9% | +41.4% |
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