+84.5%
AAPL vs MNDY
-50.4%
+135.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.0% | -1.4% | +2.9% |
| 7D | -0.5% | -12.5% | +12.0% | +1.1% |
| 30D | +7.1% | -2.6% | +9.7% | +7.2% |
| 3M | +12.1% | +4.2% | +7.8% | +10.9% |
| 6M | +25.4% | +9.8% | +15.7% | +22.3% |
| YTD | +20.5% | -42.3% | +62.7% | +27.1% |
| 1Y | +44.5% | -54.5% | +99.1% | +56.7% |
| All | +84.5% | -50.4% | +135.0% | +97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling