+251.9%
WELL vs MNDY
-55.0%
+306.9%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.2% |
| 7D | +0.1% | -11.3% | +11.4% | +0.5% |
| 30D | +5.7% | -10.8% | +16.5% | +6.1% |
| 3M | +4.6% | -17.3% | +21.9% | +5.2% |
| 6M | +11.9% | +15.2% | -3.4% | +10.7% |
| YTD | +33.6% | -47.1% | +80.7% | +36.6% |
| 1Y | +29.8% | -51.4% | +81.2% | +33.2% |
| 3Y | +202.2% | -49.6% | +251.8% | +203.3% |
| 5Y | +223.2% | -78.6% | +301.8% | +215.4% |
| All | +251.9% | -55.0% | +306.9% | +258.1% |
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