+238.0%
WELL vs MNDY
-49.8%
+287.9%
-40.8%
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% | -0.1% |
| 7D | -0.2% | -4.6% | +4.4% | -0.1% |
| 30D | +2.3% | +1.0% | +1.3% | +2.2% |
| 3M | +12.3% | +9.1% | +3.1% | +11.7% |
| 6M | +15.6% | +14.2% | +1.4% | +14.4% |
| YTD | +28.3% | -41.1% | +69.5% | +30.8% |
| 1Y | +41.9% | -54.7% | +96.6% | +46.3% |
| 3Y | +198.3% | -50.6% | +248.9% | +200.4% |
| 5Y | +206.4% | -76.7% | +283.1% | +197.9% |
| All | +238.0% | -49.8% | +287.9% | +242.9% |
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 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