+233.0%
WMB vs MNDY
-49.8%
+282.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.7% |
| 7D | -1.0% | -4.6% | +3.6% | -0.9% |
| 30D | -0.4% | +1.0% | -1.5% | -0.5% |
| 3M | +3.2% | +9.1% | -5.9% | +2.8% |
| 6M | +0.1% | +14.2% | -14.1% | -0.7% |
| YTD | +23.9% | -41.1% | +65.0% | +25.7% |
| 1Y | +27.6% | -54.7% | +82.3% | +30.7% |
| 3Y | +141.9% | -50.6% | +192.5% | +145.8% |
| 5Y | +273.8% | -76.7% | +350.4% | +271.3% |
| All | +233.0% | -49.8% | +282.9% | +246.8% |
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