+53.9%
WM vs MNDY
-76.2%
+130.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.4% | +5.2% | -1.1% |
| 7D | -0.3% | -9.6% | +9.3% | -0.1% |
| 30D | -2.4% | -0.4% | -2.0% | -2.4% |
| 3M | +0.4% | +4.3% | -3.9% | +0.2% |
| 6M | -9.5% | +19.8% | -29.3% | -10.1% |
| YTD | +0.5% | -38.3% | +38.8% | +1.4% |
| 1Y | -1.1% | -50.1% | +49.0% | +0.3% |
| 3Y | +46.0% | -48.4% | +94.5% | +46.9% |
| All | +53.9% | -76.2% | +130.2% | +51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling