+73.2%
BHP vs MNDY
-50.4%
+123.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.0% | -10.3% | -5.5% |
| 7D | -3.7% | -12.5% | +8.8% | -3.2% |
| 30D | -0.8% | -2.6% | +1.8% | -0.9% |
| 3M | +7.6% | +4.2% | +3.4% | +7.1% |
| 6M | +20.8% | +9.8% | +11.0% | +19.7% |
| YTD | +50.8% | -42.3% | +93.0% | +55.8% |
| 1Y | +70.9% | -54.5% | +125.5% | +79.7% |
| All | +73.2% | -50.4% | +123.6% | +88.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling