-30.2%
BA vs MNDY
-55.9%
+25.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.0% | +1.1% |
| 7D | 0.0% | -18.4% | +18.4% | +2.5% |
| 30D | -8.9% | -14.1% | +5.2% | -7.4% |
| 3M | -25.5% | -13.8% | -11.7% | -24.7% |
| 6M | -27.0% | +6.0% | -32.9% | -28.6% |
| YTD | -20.1% | -48.2% | +28.1% | -15.1% |
| 1Y | -11.0% | -54.0% | +43.0% | -4.0% |
| 3Y | -11.8% | -45.5% | +33.7% | -10.8% |
| 5Y | -20.6% | -78.2% | +57.6% | -21.7% |
| All | -30.2% | -55.9% | +25.7% | -27.4% |
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 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