+170.5%
AAPL vs MNDY
-49.8%
+220.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.5% |
| 7D | +3.8% | -4.6% | +8.5% | +4.5% |
| 30D | +9.9% | +1.0% | +8.9% | +9.5% |
| 3M | +12.5% | +9.1% | +3.4% | +10.5% |
| 6M | +27.6% | +14.2% | +13.4% | +23.5% |
| YTD | +22.6% | -41.1% | +63.7% | +29.2% |
| 1Y | +45.0% | -54.7% | +99.7% | +57.8% |
| 3Y | +87.8% | -50.6% | +138.3% | +93.6% |
| 5Y | +128.7% | -76.7% | +205.3% | +123.6% |
| All | +170.5% | -49.8% | +220.4% | +178.0% |
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 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