+127.8%
AAPL vs MNDY
-76.8%
+204.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.4% |
| 7D | +3.8% | -4.6% | +8.5% | +4.5% |
| 30D | +9.9% | +1.0% | +8.9% | +9.4% |
| 3M | +12.5% | +9.1% | +3.4% | +10.3% |
| 6M | +27.6% | +14.2% | +13.4% | +23.0% |
| YTD | +22.6% | -41.1% | +63.7% | +29.9% |
| 1Y | +45.0% | -54.7% | +99.7% | +59.3% |
| 3Y | +87.8% | -50.6% | +138.3% | +93.4% |
| All | +127.8% | -76.8% | +204.6% | +127.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling