+770.6%
AVGO vs MNDY
-51.7%
+822.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -8.1% | +11.1% | +4.4% |
| 7D | -0.3% | -13.3% | +13.0% | +2.0% |
| 30D | -13.8% | -10.2% | -3.7% | -12.6% |
| 3M | -6.9% | -0.1% | -6.8% | -7.9% |
| 6M | +11.9% | +6.3% | +5.6% | +8.3% |
| YTD | +6.9% | -43.3% | +50.2% | +15.1% |
| 1Y | +7.4% | -56.1% | +63.5% | +20.4% |
| 3Y | +345.6% | -51.1% | +396.7% | +381.4% |
| 5Y | +718.9% | -78.5% | +797.4% | +755.7% |
| All | +770.6% | -51.7% | +822.2% | +817.5% |
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 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