+2.4%
ABT vs MNDY
-49.8%
+52.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.0% | -3.3% | -1.5% |
| 7D | -5.9% | -4.6% | -1.2% | -5.7% |
| 30D | -8.1% | +1.0% | -9.1% | -8.2% |
| 3M | +14.5% | +9.1% | +5.4% | +13.7% |
| 6M | -6.3% | +14.2% | -20.5% | -7.4% |
| YTD | -17.1% | -41.1% | +24.0% | -15.5% |
| 1Y | -21.4% | -54.7% | +33.4% | -18.8% |
| 3Y | +5.9% | -50.6% | +56.5% | +6.2% |
| 5Y | -12.8% | -76.7% | +63.9% | -15.8% |
| All | +2.4% | -49.8% | +52.2% | +1.8% |
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