+121.3%
WFC vs MNDY
-51.7%
+173.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.1% | +5.9% | -1.6% |
| 7D | +1.1% | -13.3% | +14.4% | +2.2% |
| 30D | +0.8% | -10.2% | +11.0% | +1.5% |
| 3M | +9.3% | -0.1% | +9.4% | +8.8% |
| 6M | +10.6% | +6.3% | +4.3% | +8.9% |
| YTD | -4.1% | -43.3% | +39.2% | -0.5% |
| 1Y | +13.6% | -56.1% | +69.7% | +20.3% |
| 3Y | +130.7% | -51.1% | +181.9% | +138.2% |
| 5Y | +126.7% | -78.5% | +205.2% | +118.9% |
| All | +121.3% | -51.7% | +173.0% | +130.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling