+22.9%
WST vs MNDY
-55.0%
+77.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.1% |
| 7D | +4.2% | -11.3% | +15.5% | +5.4% |
| 30D | +11.2% | -10.8% | +22.0% | +12.3% |
| 3M | +20.4% | -17.3% | +37.6% | +22.0% |
| 6M | +37.9% | +15.2% | +22.7% | +33.6% |
| YTD | +51.8% | -47.1% | +98.9% | +59.8% |
| 1Y | +56.6% | -51.4% | +108.1% | +66.4% |
| 3Y | +24.2% | -49.6% | +73.8% | +25.0% |
| 5Y | +0.7% | -78.6% | +79.2% | -1.3% |
| All | +22.9% | -55.0% | +77.8% | +26.3% |
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