+89.6%
AXP vs MNDY
-75.6%
+165.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.3% |
| 7D | +0.6% | -8.0% | +8.6% | +1.8% |
| 30D | +5.8% | +5.3% | +0.5% | +4.8% |
| 3M | -6.0% | +0.4% | -6.4% | -6.9% |
| 6M | +0.3% | +18.9% | -18.6% | -3.8% |
| YTD | -12.3% | -40.4% | +28.2% | -7.8% |
| 1Y | -11.2% | -51.4% | +40.2% | -4.1% |
| 3Y | +117.0% | -32.3% | +149.3% | +115.6% |
| All | +89.6% | -75.6% | +165.1% | +88.3% |
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 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