+30.0%
BEN vs MNDY
-51.7%
+81.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.1% | +7.9% | +0.7% |
| 7D | +4.7% | -13.3% | +18.0% | +6.4% |
| 30D | +2.6% | -10.2% | +12.8% | +3.6% |
| 3M | +11.5% | -0.1% | +11.6% | +10.8% |
| 6M | +35.3% | +6.3% | +29.0% | +32.5% |
| YTD | +48.6% | -43.3% | +91.9% | +56.4% |
| 1Y | +46.7% | -56.1% | +102.8% | +58.7% |
| 3Y | +57.0% | -51.1% | +108.1% | +60.8% |
| 5Y | +41.8% | -78.5% | +120.3% | +35.4% |
| All | +30.0% | -51.7% | +81.7% | +39.1% |
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 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