+132.8%
WFC vs MNDY
-50.4%
+183.2%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.3% | -0.7% |
| 7D | +0.3% | -12.5% | +12.8% | +1.5% |
| 30D | +2.3% | -2.6% | +4.9% | +2.3% |
| 3M | +9.8% | +4.2% | +5.5% | +8.6% |
| 6M | +15.6% | +9.8% | +5.8% | +13.0% |
| YTD | -2.4% | -42.3% | +39.8% | +2.7% |
| 1Y | +13.8% | -54.5% | +68.4% | +23.0% |
| All | +132.8% | -50.4% | +183.2% | +148.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling