+39.0%
BAC vs MNDY
-55.0%
+94.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.9% |
| 7D | +3.2% | -11.3% | +14.5% | +4.2% |
| 30D | -0.7% | -10.8% | +10.1% | 0.0% |
| 3M | -20.0% | -17.3% | -2.7% | -19.2% |
| 6M | +3.4% | +15.2% | -11.8% | +1.0% |
| YTD | -5.7% | -47.1% | +41.4% | -2.2% |
| 1Y | -1.4% | -51.4% | +50.0% | +3.0% |
| 3Y | +97.9% | -49.6% | +147.5% | +102.4% |
| 5Y | +22.9% | -78.6% | +101.5% | +21.1% |
| All | +39.0% | -55.0% | +94.0% | +41.6% |
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 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