-27.6%
BB vs MNDY
-77.7%
+50.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.0% | -7.7% | -4.2% |
| 7D | -2.1% | -12.5% | +10.4% | +1.5% |
| 30D | -16.0% | -2.6% | -13.4% | -15.9% |
| 3M | -14.5% | +4.2% | -18.8% | -17.2% |
| 6M | +118.6% | +9.8% | +108.8% | +105.3% |
| YTD | +98.9% | -42.3% | +141.2% | +124.5% |
| 1Y | +99.5% | -54.5% | +154.0% | +140.0% |
| 3Y | +65.4% | -50.3% | +115.6% | +76.3% |
| 5Y | -27.6% | -77.1% | +49.5% | -19.6% |
| All | -27.6% | -77.7% | +50.0% | -19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling