-0.3%
BA vs MNDY
-78.2%
+77.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.4% | +0.4% |
| 7D | +2.5% | -13.3% | +15.8% | +4.4% |
| 30D | -10.1% | -10.2% | +0.1% | -9.1% |
| 3M | -2.4% | -0.1% | -2.3% | -3.1% |
| 6M | -8.8% | +6.3% | -15.1% | -11.1% |
| YTD | -2.9% | -43.3% | +40.4% | +3.1% |
| 1Y | -8.8% | -56.1% | +47.4% | +0.2% |
| 3Y | -0.3% | -51.1% | +50.9% | +2.6% |
| 5Y | -0.3% | -78.5% | +78.2% | +2.6% |
| All | -0.3% | -78.2% | +77.9% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling