-11.2%
AXP vs MNDY
-53.2%
+42.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.7% |
| 7D | +0.6% | -8.0% | +8.6% | +1.2% |
| 30D | +5.8% | +5.3% | +0.5% | +5.3% |
| 3M | -6.0% | +0.4% | -6.4% | -6.4% |
| 6M | +0.3% | +18.9% | -18.6% | -1.7% |
| YTD | -12.3% | -40.4% | +28.2% | -12.1% |
| 1Y | -11.2% | -51.4% | +40.2% | -9.3% |
| All | -11.2% | -53.2% | +42.0% | -9.3% |
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