+111.8%
BHP vs MNDY
-76.8%
+188.6%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.4% |
| 7D | -3.6% | -4.6% | +1.0% | -3.4% |
| 30D | -1.2% | +1.0% | -2.2% | -1.5% |
| 3M | +1.2% | +9.1% | -7.9% | +0.2% |
| 6M | +21.4% | +14.2% | +7.2% | +19.3% |
| YTD | +50.4% | -41.1% | +91.6% | +55.0% |
| 1Y | +67.5% | -54.7% | +122.2% | +75.9% |
| 3Y | +72.8% | -50.6% | +123.4% | +75.4% |
| All | +111.8% | -76.8% | +188.6% | +110.4% |
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