+179.3%
WSM vs MNDY
-76.8%
+256.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.8% | +0.8% |
| 7D | -0.5% | -4.6% | +4.1% | +0.2% |
| 30D | -7.7% | +1.0% | -8.8% | -8.4% |
| 3M | +3.8% | +9.1% | -5.4% | +1.0% |
| 6M | +22.7% | +14.2% | +8.5% | +16.7% |
| YTD | +28.0% | -41.1% | +69.2% | +37.6% |
| 1Y | +12.7% | -54.7% | +67.4% | +27.0% |
| 3Y | +231.3% | -50.6% | +281.8% | +242.4% |
| All | +179.3% | -76.8% | +256.1% | +184.9% |
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