+215.8%
WMB vs MNDY
-55.0%
+270.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.8% | -0.5% |
| 7D | +7.8% | -11.3% | +19.1% | +8.0% |
| 30D | -5.1% | -10.8% | +5.7% | -5.0% |
| 3M | -4.7% | -17.3% | +12.6% | -4.5% |
| 6M | -7.4% | +15.2% | -22.6% | -8.3% |
| YTD | +17.5% | -47.1% | +64.6% | +19.3% |
| 1Y | +19.5% | -51.4% | +70.9% | +21.7% |
| 3Y | +121.3% | -49.6% | +170.9% | +124.2% |
| 5Y | +200.5% | -78.6% | +279.1% | +197.3% |
| All | +215.8% | -55.0% | +270.8% | +229.0% |
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