+24.3%
BMY vs MNDY
-76.8%
+101.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.2% |
| 7D | -4.8% | -4.6% | -0.1% | -4.8% |
| 30D | -0.1% | +1.0% | -1.1% | -0.1% |
| 3M | +13.1% | +9.1% | +4.0% | +13.2% |
| 6M | +8.4% | +14.2% | -5.8% | +8.6% |
| YTD | +22.0% | -41.1% | +63.1% | +21.8% |
| 1Y | +40.3% | -54.7% | +95.0% | +39.9% |
| 3Y | +20.5% | -50.6% | +71.1% | +19.4% |
| All | +24.3% | -76.8% | +101.1% | +20.2% |
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 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