+51.2%
AZN vs MNDY
-49.8%
+101.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | +0.3% |
| 7D | -1.6% | -4.6% | +3.1% | -1.5% |
| 30D | +1.1% | +1.0% | 0.0% | +1.0% |
| 3M | -12.1% | +9.1% | -21.3% | -12.4% |
| 6M | -17.1% | +14.2% | -31.4% | -17.5% |
| YTD | -12.0% | -41.1% | +29.2% | -11.0% |
| 1Y | -0.2% | -54.7% | +54.5% | +1.3% |
| 3Y | +26.8% | -50.6% | +77.3% | +26.8% |
| 5Y | +56.9% | -76.7% | +133.5% | +52.7% |
| All | +51.2% | -49.8% | +101.1% | +44.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling