+238.5%
WPM vs MNDY
-53.2%
+291.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.1% | +1.2% |
| 7D | +3.9% | -14.1% | +18.0% | +4.5% |
| 30D | +17.7% | -8.5% | +26.2% | +18.0% |
| 3M | +39.4% | -2.5% | +42.0% | +39.3% |
| 6M | +6.4% | +0.1% | +6.4% | +6.0% |
| YTD | +34.0% | -45.0% | +79.0% | +37.3% |
| 1Y | +50.5% | -58.1% | +108.6% | +56.1% |
| 3Y | +280.3% | -52.6% | +332.9% | +288.1% |
| 5Y | +266.3% | -79.3% | +345.6% | +269.5% |
| All | +238.5% | -53.2% | +291.7% | +263.7% |
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 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