-87.7%
ADVB vs MNDY
-69.5%
-18.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.1% | +4.3% | -4.0% |
| 7D | -14.0% | -13.3% | -0.7% | -14.2% |
| 30D | +41.0% | -10.2% | +51.1% | +40.3% |
| 3M | +127.9% | -0.1% | +128.0% | +128.7% |
| 6M | +101.3% | +6.3% | +95.0% | +102.7% |
| YTD | +53.8% | -43.3% | +97.1% | +67.3% |
| 1Y | +4.4% | -56.1% | +60.5% | +15.7% |
| All | -87.7% | -69.5% | -18.2% | -86.5% |
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