+83.2%
BHP vs MNDY
-49.8%
+133.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.3% |
| 7D | -3.6% | -4.6% | +1.0% | -3.4% |
| 30D | -1.2% | +1.0% | -2.2% | -1.4% |
| 3M | +1.2% | +9.1% | -7.9% | +0.5% |
| 6M | +21.4% | +14.2% | +7.2% | +19.9% |
| YTD | +50.4% | -41.1% | +91.6% | +53.8% |
| 1Y | +67.5% | -54.7% | +122.2% | +73.7% |
| 3Y | +72.8% | -50.6% | +123.4% | +75.5% |
| 5Y | +112.6% | -76.7% | +189.3% | +103.3% |
| All | +83.2% | -49.8% | +133.0% | +100.7% |
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