+127.2%
WFC vs MNDY
-49.8%
+177.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.0% | +0.8% |
| 7D | +0.4% | -4.6% | +5.0% | +0.7% |
| 30D | +1.5% | +1.0% | +0.5% | +1.2% |
| 3M | +10.2% | +9.1% | +1.1% | +8.8% |
| 6M | +18.8% | +14.2% | +4.6% | +16.2% |
| YTD | -1.5% | -41.1% | +39.6% | +1.8% |
| 1Y | +13.5% | -54.7% | +68.3% | +19.9% |
| 3Y | +135.0% | -50.6% | +185.5% | +142.2% |
| 5Y | +130.1% | -76.7% | +206.7% | +122.2% |
| All | +127.2% | -49.8% | +177.0% | +136.3% |
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