+185.0%
WWD vs MNDY
-49.8%
+234.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.2% |
| 7D | -2.6% | -4.6% | +2.1% | -2.3% |
| 30D | -6.9% | +1.0% | -8.0% | -7.2% |
| 3M | -13.0% | +9.1% | -22.2% | -14.1% |
| 6M | -12.5% | +14.2% | -26.7% | -14.4% |
| YTD | +11.8% | -41.1% | +53.0% | +15.8% |
| 1Y | +41.1% | -54.7% | +95.8% | +49.4% |
| 3Y | +163.1% | -50.6% | +213.6% | +171.4% |
| 5Y | +187.6% | -76.7% | +264.3% | +186.3% |
| All | +185.0% | -49.8% | +234.9% | +186.1% |
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