-22.1%
BA vs MNDY
-75.6%
+53.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +1.4% |
| 7D | +1.1% | -8.0% | +9.1% | +2.2% |
| 30D | -7.9% | +5.3% | -13.2% | -8.8% |
| 3M | -25.3% | +0.4% | -25.7% | -26.0% |
| 6M | -24.6% | +18.9% | -43.5% | -27.6% |
| YTD | -20.1% | -40.4% | +20.3% | -16.0% |
| 1Y | -11.8% | -51.4% | +39.7% | -4.5% |
| 3Y | -10.1% | -32.3% | +22.2% | -12.6% |
| All | -22.1% | -75.6% | +53.4% | -21.8% |
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