+114.9%
AXP vs MNDY
-50.1%
+164.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -0.1% | -11.3% | +11.2% | +1.4% |
| 30D | +4.4% | -10.8% | +15.3% | +5.8% |
| 3M | -6.4% | -17.3% | +10.9% | -4.7% |
| 6M | +4.2% | +15.2% | -11.1% | +0.1% |
| YTD | -12.4% | -47.1% | +34.8% | -5.8% |
| 1Y | -11.1% | -51.4% | +40.3% | -3.1% |
| 3Y | +114.9% | -49.6% | +164.5% | +130.2% |
| All | +114.9% | -50.1% | +164.9% | +130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling