+114.2%
AXP vs MNDY
-51.7%
+165.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -8.1% | +8.1% | +1.0% |
| 7D | +0.6% | -13.3% | +13.9% | +2.3% |
| 30D | -4.3% | -10.2% | +5.8% | -3.3% |
| 3M | +4.7% | -0.1% | +4.8% | +4.0% |
| 6M | +9.0% | +6.3% | +2.7% | +6.6% |
| YTD | -11.1% | -43.3% | +32.2% | -6.3% |
| 1Y | +1.3% | -56.1% | +57.4% | +10.1% |
| 3Y | +114.5% | -51.1% | +165.6% | +123.7% |
| 5Y | +118.0% | -78.5% | +196.5% | +113.9% |
| All | +114.2% | -51.7% | +165.8% | +129.8% |
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