+114.2%
AXP vs MNDY
-47.4%
+161.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.4% | +5.3% | -0.3% |
| 7D | -2.1% | -9.6% | +7.5% | -0.9% |
| 30D | -6.5% | -0.4% | -6.1% | -6.8% |
| 3M | +4.6% | +4.3% | +0.3% | +3.4% |
| 6M | +5.4% | +19.8% | -14.4% | +1.6% |
| YTD | -11.1% | -38.3% | +27.2% | -7.2% |
| 1Y | -0.3% | -50.1% | +49.8% | +6.6% |
| 3Y | +111.6% | -48.4% | +160.0% | +119.2% |
| 5Y | +117.6% | -76.0% | +193.6% | +111.7% |
| All | +114.2% | -47.4% | +161.6% | +127.5% |
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