+89.5%
WM vs MNDY
-55.5%
+145.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.6% |
| 7D | +1.2% | -17.9% | +19.1% | +1.6% |
| 30D | +15.2% | -9.0% | +24.3% | +15.5% |
| 3M | +8.3% | -10.4% | +18.7% | +8.5% |
| 6M | +13.1% | +7.0% | +6.1% | +12.9% |
| YTD | +12.5% | -47.8% | +60.3% | +13.7% |
| 1Y | +21.8% | -51.6% | +73.4% | +23.2% |
| 3Y | +48.8% | -45.0% | +93.8% | +49.5% |
| 5Y | +62.1% | -78.8% | +140.9% | +58.8% |
| All | +89.5% | -55.5% | +145.0% | +98.5% |
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