-52.1%
WU vs MNDY
-76.8%
+24.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.0% | -1.4% | +0.4% |
| 7D | -3.5% | -4.6% | +1.2% | -3.2% |
| 30D | -2.9% | +1.0% | -4.0% | -3.1% |
| 3M | -2.3% | +9.1% | -11.4% | -3.0% |
| 6M | -25.4% | +14.2% | -39.6% | -26.3% |
| YTD | -21.2% | -41.1% | +19.9% | -19.5% |
| 1Y | -8.9% | -54.7% | +45.9% | -5.8% |
| 3Y | -29.0% | -50.6% | +21.6% | -28.5% |
| All | -52.1% | -76.8% | +24.7% | -57.0% |
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 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