-11.7%
AXP vs MNDY
-53.3%
+41.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.8% | -0.2% |
| 7D | -2.9% | -19.8% | +16.9% | -1.3% |
| 30D | +3.7% | -8.4% | +12.1% | +4.3% |
| 3M | -4.9% | -11.2% | +6.3% | -4.5% |
| 6M | +4.1% | +0.9% | +3.1% | +3.2% |
| YTD | -11.7% | -47.4% | +35.7% | -10.6% |
| 1Y | -11.7% | -53.0% | +41.3% | -9.4% |
| All | -11.7% | -53.3% | +41.6% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling