+20.0%
WM vs MNDY
-47.2%
+67.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +13.8% |
| 3M | +4.4% | -14.2% | +18.6% | +4.9% |
| 6M | +10.8% | +10.9% | -0.1% | +11.3% |
| YTD | +9.1% | -45.8% | +54.9% | +9.3% |
| All | +20.0% | -47.2% | +67.2% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling