+3.7%
BDX vs MNDY
-49.8%
+53.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.8% |
| 7D | -3.2% | -4.6% | +1.5% | -3.0% |
| 30D | -2.5% | +1.0% | -3.6% | -2.6% |
| 3M | +21.4% | +9.1% | +12.3% | +21.0% |
| 6M | +10.4% | +14.2% | -3.8% | +9.7% |
| YTD | +18.8% | -41.1% | +60.0% | +20.0% |
| 1Y | +21.7% | -54.7% | +76.4% | +23.6% |
| 3Y | -10.0% | -50.6% | +40.6% | -9.6% |
| 5Y | -1.8% | -76.7% | +74.8% | -4.3% |
| All | +3.7% | -49.8% | +53.5% | +4.1% |
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