+41.1%
BLK vs MNDY
-49.8%
+91.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +1.4% |
| 7D | -3.3% | -4.6% | +1.3% | -2.8% |
| 30D | -6.5% | +1.0% | -7.6% | -6.8% |
| 3M | +6.7% | +9.1% | -2.4% | +5.1% |
| 6M | +14.7% | +14.2% | +0.5% | +11.5% |
| YTD | +2.5% | -41.1% | +43.7% | +7.5% |
| 1Y | -2.8% | -54.7% | +52.0% | +5.0% |
| 3Y | +65.9% | -50.6% | +116.4% | +70.4% |
| 5Y | +33.0% | -76.7% | +109.6% | +28.5% |
| All | +41.1% | -49.8% | +91.0% | +46.9% |
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