+755.1%
AVGO vs MNDY
-49.8%
+804.9%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | 0.0% |
| 7D | +1.1% | -4.6% | +5.8% | +1.8% |
| 30D | -13.0% | +1.0% | -14.0% | -13.5% |
| 3M | -6.0% | +9.1% | -15.1% | -8.4% |
| 6M | +6.4% | +14.2% | -7.8% | +1.6% |
| YTD | +5.0% | -41.1% | +46.1% | +12.3% |
| 1Y | +1.4% | -54.7% | +56.1% | +13.2% |
| 3Y | +336.8% | -50.6% | +387.4% | +370.6% |
| 5Y | +698.2% | -76.7% | +774.9% | +729.7% |
| All | +755.1% | -49.8% | +804.9% | +795.2% |
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