-57.9%
WU vs MNDY
-50.8%
-7.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -1.0% |
| 7D | -5.0% | -12.5% | +7.5% | -4.3% |
| 30D | -2.3% | -2.6% | +0.4% | -2.2% |
| 3M | -3.2% | +4.2% | -7.5% | -3.6% |
| 6M | -25.0% | +9.8% | -34.8% | -25.7% |
| YTD | -21.7% | -42.3% | +20.6% | -20.2% |
| 1Y | -9.0% | -54.5% | +45.6% | -6.5% |
| 3Y | -28.9% | -50.3% | +21.4% | -28.4% |
| 5Y | -51.0% | -77.1% | +26.1% | -54.7% |
| All | -57.9% | -50.8% | -7.1% | -58.2% |
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