+113.1%
AXP vs MNDY
-55.9%
+169.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.2% | +0.3% |
| 7D | -0.6% | -18.4% | +17.8% | +1.8% |
| 30D | +5.0% | -14.1% | +19.1% | +6.7% |
| 3M | -4.2% | -13.8% | +9.6% | -3.2% |
| 6M | +2.9% | +6.0% | -3.0% | +0.6% |
| YTD | -11.6% | -48.2% | +36.7% | -6.1% |
| 1Y | -11.1% | -54.0% | +43.0% | -4.2% |
| 3Y | +116.7% | -45.5% | +162.2% | +122.7% |
| 5Y | +89.6% | -78.2% | +167.8% | +88.0% |
| All | +113.1% | -55.9% | +169.0% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling