+27.5%
AVAV vs MNDY
-53.2%
+80.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.1% | -2.3% | -4.9% |
| 7D | -3.2% | -14.1% | +11.0% | -1.1% |
| 30D | -25.6% | -8.5% | -17.1% | -24.9% |
| 3M | -20.2% | -2.5% | -17.7% | -20.7% |
| 6M | -38.1% | +0.1% | -38.1% | -39.1% |
| YTD | -41.8% | -45.0% | +3.2% | -38.0% |
| 1Y | -39.0% | -58.1% | +19.1% | -32.7% |
| 3Y | +24.1% | -52.6% | +76.7% | +29.3% |
| 5Y | +53.0% | -79.3% | +132.3% | +46.7% |
| All | +27.5% | -53.2% | +80.6% | +16.5% |
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 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