+86.1%
AXP vs MNDY
-78.9%
+165.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -0.1% | -11.3% | +11.2% | +1.5% |
| 30D | +4.4% | -10.8% | +15.3% | +5.9% |
| 3M | -6.4% | -17.3% | +10.9% | -4.6% |
| 6M | +4.2% | +15.2% | -11.1% | +0.1% |
| YTD | -12.4% | -47.1% | +34.8% | -6.2% |
| 1Y | -11.1% | -51.4% | +40.3% | -3.7% |
| 3Y | +114.9% | -49.6% | +164.5% | +122.5% |
| All | +86.1% | -78.9% | +165.0% | +93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling