+236.5%
WMB vs MNDY
-47.4%
+283.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.4% | +6.6% | +0.3% |
| 7D | +0.6% | -9.6% | +10.1% | +0.8% |
| 30D | +3.3% | -0.4% | +3.7% | +3.2% |
| 3M | +3.1% | +4.3% | -1.2% | +2.9% |
| 6M | -0.7% | +19.8% | -20.5% | -1.6% |
| YTD | +25.2% | -38.3% | +63.4% | +26.9% |
| 1Y | +32.9% | -50.1% | +82.9% | +35.7% |
| 3Y | +140.6% | -48.4% | +189.0% | +144.2% |
| 5Y | +273.5% | -76.0% | +349.5% | +270.4% |
| All | +236.5% | -47.4% | +283.9% | +250.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling