+168.7%
ABBV vs MNDY
-49.8%
+218.6%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.1% | +0.8% |
| 7D | +0.3% | -4.6% | +4.9% | +0.3% |
| 30D | +3.4% | +1.0% | +2.3% | +3.3% |
| 3M | +15.2% | +9.1% | +6.1% | +15.1% |
| 6M | +14.7% | +14.2% | +0.5% | +14.5% |
| YTD | +15.2% | -41.1% | +56.3% | +15.8% |
| 1Y | +20.4% | -54.7% | +75.1% | +21.3% |
| 3Y | +91.3% | -50.6% | +141.9% | +93.5% |
| 5Y | +189.6% | -76.7% | +266.2% | +184.3% |
| All | +168.7% | -49.8% | +218.6% | +176.9% |
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