-16.9%
BA vs MNDY
-53.2%
+36.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -1.7% |
| 7D | -1.2% | -14.1% | +12.9% | +0.6% |
| 30D | -11.3% | -8.5% | -2.9% | -10.6% |
| 3M | -3.8% | -2.5% | -1.2% | -4.1% |
| 6M | -8.3% | +0.1% | -8.3% | -9.5% |
| YTD | -4.9% | -45.0% | +40.1% | +0.7% |
| 1Y | -10.1% | -58.1% | +48.0% | -1.6% |
| 3Y | -2.3% | -52.6% | +50.3% | +1.0% |
| 5Y | -3.5% | -79.3% | +75.8% | -5.0% |
| All | -16.9% | -53.2% | +36.3% | -13.9% |
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