+111.5%
AXP vs MNDY
-49.2%
+160.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.1% | -0.4% |
| 7D | +0.6% | -8.0% | +8.6% | +1.6% |
| 30D | +5.8% | +5.3% | +0.5% | +4.9% |
| 3M | -6.0% | +0.4% | -6.4% | -6.8% |
| 6M | +0.3% | +18.9% | -18.6% | -3.4% |
| YTD | -12.3% | -40.4% | +28.2% | -8.4% |
| 1Y | -11.2% | -51.4% | +40.2% | -5.0% |
| 3Y | +117.0% | -32.3% | +149.3% | +117.2% |
| 5Y | +93.2% | -74.9% | +168.1% | +88.6% |
| All | +111.5% | -49.2% | +160.7% | +124.6% |
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 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