+37.7%
BEN vs MNDY
-77.7%
+115.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.4% | -2.0% |
| 7D | +0.3% | -12.5% | +12.8% | +2.0% |
| 30D | +0.9% | -2.6% | +3.5% | +0.9% |
| 3M | +9.2% | +4.2% | +4.9% | +7.7% |
| 6M | +36.8% | +9.8% | +27.0% | +32.8% |
| YTD | +44.4% | -42.3% | +86.7% | +52.8% |
| 1Y | +45.8% | -54.5% | +100.4% | +58.9% |
| 3Y | +52.5% | -50.3% | +102.8% | +55.5% |
| 5Y | +37.7% | -77.1% | +114.8% | +37.6% |
| All | +37.7% | -77.7% | +115.3% | +37.6% |
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