+162.2%
ABBV vs MNDY
-53.2%
+215.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.1% | +3.9% | +0.9% |
| 7D | -4.1% | -14.1% | +10.0% | -4.0% |
| 30D | +1.2% | -8.5% | +9.7% | +1.2% |
| 3M | +12.1% | -2.5% | +14.6% | +12.1% |
| 6M | +12.0% | +0.1% | +12.0% | +12.0% |
| YTD | +12.4% | -45.0% | +57.4% | +13.1% |
| 1Y | +22.9% | -58.1% | +81.1% | +24.0% |
| 3Y | +86.8% | -52.6% | +139.4% | +89.0% |
| 5Y | +181.0% | -79.3% | +260.3% | +175.4% |
| All | +162.2% | -53.2% | +215.4% | +170.4% |
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