+70.8%
BAC vs MNDY
-49.8%
+120.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | 0.0% |
| 7D | 0.0% | -4.6% | +4.7% | +0.4% |
| 30D | -2.8% | +1.0% | -3.8% | -3.1% |
| 3M | +14.2% | +9.1% | +5.1% | +12.8% |
| 6M | +30.5% | +14.2% | +16.3% | +27.7% |
| YTD | +15.8% | -41.1% | +57.0% | +19.6% |
| 1Y | +26.2% | -54.7% | +80.9% | +33.0% |
| 3Y | +136.5% | -50.6% | +187.1% | +142.7% |
| 5Y | +75.9% | -76.7% | +152.6% | +72.5% |
| All | +70.8% | -49.8% | +120.7% | +73.1% |
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