+70.8%
BAC vs MNDY
-47.4%
+118.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.4% | +6.4% | +0.5% |
| 7D | +1.1% | -9.6% | +10.7% | +1.9% |
| 30D | -0.4% | -0.4% | 0.0% | -0.6% |
| 3M | +16.9% | +4.3% | +12.6% | +16.0% |
| 6M | +26.6% | +19.8% | +6.8% | +23.4% |
| YTD | +15.8% | -38.3% | +54.1% | +19.2% |
| 1Y | +27.2% | -50.1% | +77.2% | +33.0% |
| 3Y | +132.4% | -48.4% | +180.8% | +137.7% |
| 5Y | +72.6% | -76.0% | +148.6% | +68.6% |
| All | +70.8% | -47.4% | +118.2% | +72.5% |
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