+34.7%
AVAV vs MNDY
-51.7%
+86.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -8.1% | +11.0% | +4.0% |
| 7D | +3.2% | -13.3% | +16.5% | +5.2% |
| 30D | -20.3% | -10.2% | -10.2% | -19.4% |
| 3M | -19.4% | -0.1% | -19.3% | -20.2% |
| 6M | -35.3% | +6.3% | -41.6% | -36.9% |
| YTD | -38.5% | -43.3% | +4.8% | -34.8% |
| 1Y | -37.2% | -56.1% | +18.9% | -31.2% |
| 3Y | +31.1% | -51.1% | +82.2% | +36.0% |
| 5Y | +41.0% | -78.5% | +119.5% | +34.5% |
| All | +34.7% | -51.7% | +86.4% | +22.6% |
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