+81.6%
AMGN vs MNDY
-49.8%
+131.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -1.4% |
| 7D | -13.7% | -4.6% | -9.1% | -13.6% |
| 30D | -8.8% | +1.0% | -9.8% | -8.8% |
| 3M | +7.2% | +9.1% | -1.9% | +7.1% |
| 6M | +1.3% | +14.2% | -13.0% | +1.0% |
| YTD | +17.6% | -41.1% | +58.8% | +18.4% |
| 1Y | +37.2% | -54.7% | +91.9% | +38.5% |
| 3Y | +57.7% | -50.6% | +108.3% | +59.1% |
| 5Y | +106.3% | -76.7% | +182.9% | +105.4% |
| All | +81.6% | -49.8% | +131.5% | +89.2% |
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