+13.7%
WSM vs MNDY
-50.1%
+63.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.4% | +8.5% | +2.5% |
| 7D | -3.3% | -9.6% | +6.3% | -2.7% |
| 30D | -8.4% | -0.4% | -8.0% | -8.5% |
| 3M | +9.7% | +4.3% | +5.3% | +9.1% |
| 6M | +16.7% | +19.8% | -3.1% | +14.4% |
| YTD | +28.7% | -38.3% | +67.0% | +34.9% |
| 1Y | +13.7% | -50.1% | +63.7% | +23.0% |
| All | +13.7% | -50.1% | +63.8% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling