+285.0%
WMB vs MNDY
-78.9%
+363.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.8% |
| 7D | 0.0% | -14.1% | +14.1% | +0.4% |
| 30D | +4.6% | -8.5% | +13.1% | +4.8% |
| 3M | +5.7% | -2.5% | +8.3% | +5.6% |
| 6M | +4.2% | +0.1% | +4.1% | +3.7% |
| YTD | +26.8% | -45.0% | +71.9% | +29.3% |
| 1Y | +34.7% | -58.1% | +92.8% | +38.9% |
| 3Y | +146.8% | -52.6% | +199.4% | +151.2% |
| 5Y | +285.0% | -79.3% | +364.3% | +291.7% |
| All | +285.0% | -78.9% | +363.9% | +291.7% |
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