+83.6%
WM vs MNDY
-53.8%
+137.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -9.1% | +9.2% | +0.4% |
| 7D | -0.5% | -16.1% | +15.6% | -0.1% |
| 30D | +13.3% | -10.2% | +23.5% | +13.6% |
| 3M | +4.4% | -14.2% | +18.6% | +4.6% |
| 6M | +10.8% | +10.9% | -0.1% | +10.5% |
| YTD | +9.1% | -45.8% | +54.9% | +10.1% |
| 1Y | +19.1% | -57.8% | +77.0% | +20.8% |
| 3Y | +45.7% | -41.0% | +86.7% | +46.1% |
| 5Y | +60.4% | -82.0% | +142.5% | +56.0% |
| All | +83.6% | -53.8% | +137.5% | +92.3% |
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