+232.8%
WPM vs MNDY
-49.8%
+282.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.0% | +0.1% | +2.0% |
| 7D | -0.6% | -4.6% | +4.1% | -0.4% |
| 30D | +14.4% | +1.0% | +13.4% | +14.3% |
| 3M | +37.0% | +9.1% | +27.9% | +36.2% |
| 6M | +4.1% | +14.2% | -10.1% | +3.1% |
| YTD | +31.7% | -41.1% | +72.9% | +34.6% |
| 1Y | +44.2% | -54.7% | +98.9% | +49.1% |
| 3Y | +265.5% | -50.6% | +316.1% | +272.3% |
| 5Y | +262.5% | -76.7% | +339.1% | +265.3% |
| All | +232.8% | -49.8% | +282.7% | +256.5% |
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