+23.7%
WMB vs MNDY
-51.7%
+75.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.4% | -9.8% | -6.0% |
| 7D | -8.6% | -1.0% | -7.6% | -8.7% |
| 30D | -4.2% | +17.1% | -21.3% | -2.6% |
| 3M | -4.4% | +3.2% | -7.6% | -3.5% |
| 6M | -8.7% | +25.2% | -33.9% | -6.1% |
| YTD | +15.4% | -34.4% | +49.8% | +15.8% |
| 1Y | +23.7% | -49.8% | +73.5% | +25.9% |
| All | +23.7% | -51.7% | +75.4% | +25.9% |
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 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