+149.0%
WMB vs MNDY
-52.1%
+201.1%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -8.1% | +10.4% | +2.4% |
| 7D | +0.8% | -13.3% | +14.1% | +1.0% |
| 30D | +7.7% | -10.2% | +17.9% | +7.8% |
| 3M | +6.7% | -0.1% | +6.8% | +6.6% |
| 6M | +3.6% | +6.3% | -2.7% | +3.1% |
| YTD | +28.0% | -43.3% | +71.3% | +31.3% |
| 1Y | +37.6% | -56.1% | +93.7% | +43.1% |
| 3Y | +149.0% | -51.1% | +200.2% | +161.0% |
| All | +149.0% | -52.1% | +201.1% | +161.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling