-19.7%
WY vs MNDY
-53.2%
+33.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.2% |
| 7D | -1.7% | -14.1% | +12.4% | -0.5% |
| 30D | -9.9% | -8.5% | -1.4% | -9.4% |
| 3M | -7.5% | -2.5% | -5.0% | -7.7% |
| 6M | -5.1% | +0.1% | -5.2% | -6.1% |
| YTD | -2.1% | -45.0% | +42.9% | +1.9% |
| 1Y | -7.3% | -58.1% | +50.8% | -1.3% |
| 3Y | -22.6% | -52.6% | +30.0% | -21.0% |
| 5Y | -19.8% | -79.3% | +59.5% | -23.1% |
| All | -19.7% | -53.2% | +33.4% | -14.1% |
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 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