+50.7%
AZN vs MNDY
-50.8%
+101.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.0% | -3.3% | +1.6% |
| 7D | -3.1% | -12.5% | +9.4% | -2.9% |
| 30D | +0.6% | -2.6% | +3.2% | +0.6% |
| 3M | -10.8% | +4.2% | -15.0% | -11.0% |
| 6M | -18.1% | +9.8% | -27.9% | -18.4% |
| YTD | -12.3% | -42.3% | +30.0% | -11.3% |
| 1Y | -0.2% | -54.5% | +54.3% | +1.3% |
| 3Y | +23.4% | -50.3% | +73.6% | +23.4% |
| 5Y | +56.4% | -77.1% | +133.5% | +52.2% |
| All | +50.7% | -50.8% | +101.5% | +44.0% |
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