+156.7%
AAPL vs MNDY
-53.2%
+209.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | -3.0% | -14.1% | +11.2% | -1.0% |
| 30D | +2.3% | -8.5% | +10.8% | +3.3% |
| 3M | +8.6% | -2.5% | +11.2% | +8.4% |
| 6M | +21.6% | +0.1% | +21.5% | +19.8% |
| YTD | +16.3% | -45.0% | +61.3% | +23.8% |
| 1Y | +35.1% | -58.1% | +93.2% | +48.6% |
| 3Y | +79.4% | -52.6% | +132.0% | +86.0% |
| 5Y | +109.8% | -79.3% | +189.1% | +106.8% |
| All | +156.7% | -53.2% | +209.9% | +166.3% |
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