+37.6%
BAC vs MNDY
-55.5%
+93.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +1.5% | -17.9% | +19.4% | +3.0% |
| 30D | -6.4% | -9.0% | +2.6% | -5.9% |
| 3M | -21.7% | -10.4% | -11.3% | -21.5% |
| 6M | +0.5% | +7.0% | -6.5% | -1.3% |
| YTD | -6.7% | -47.8% | +41.1% | -3.0% |
| 1Y | -4.7% | -51.6% | +46.9% | -0.3% |
| 3Y | +96.1% | -45.0% | +141.1% | +99.1% |
| 5Y | +21.7% | -78.8% | +100.5% | +20.0% |
| All | +37.6% | -55.5% | +93.1% | +40.3% |
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