-33.4%
BAX vs MNDY
-52.8%
+19.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.6% |
| 7D | -5.1% | -14.1% | +9.0% | -3.9% |
| 30D | -12.2% | -8.5% | -3.7% | -11.6% |
| 3M | +21.8% | -2.5% | +24.4% | +21.7% |
| 6M | +36.3% | +0.1% | +36.2% | +35.2% |
| YTD | +27.8% | -45.0% | +72.8% | +33.7% |
| 1Y | -0.1% | -58.1% | +58.1% | +7.0% |
| All | -33.4% | -52.8% | +19.4% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling