+226.6%
WELL vs MNDY
-79.1%
+305.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.9% |
| 7D | +0.1% | -17.9% | +18.0% | +1.0% |
| 30D | +6.8% | -9.0% | +15.8% | +7.2% |
| 3M | +6.7% | -10.4% | +17.1% | +7.0% |
| 6M | +13.8% | +7.0% | +6.8% | +12.7% |
| YTD | +33.8% | -47.8% | +81.6% | +37.6% |
| 1Y | +29.6% | -51.6% | +81.2% | +33.8% |
| 3Y | +203.1% | -45.0% | +248.1% | +201.1% |
| All | +226.6% | -79.1% | +305.7% | +233.8% |
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