+18.7%
BMY vs MNDY
-51.7%
+70.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.1% | +4.9% | -3.2% |
| 7D | -3.3% | -13.3% | +10.0% | -3.4% |
| 30D | 0.0% | -10.2% | +10.1% | -0.1% |
| 3M | +17.7% | -0.1% | +17.8% | +17.7% |
| 6M | +9.6% | +6.3% | +3.3% | +9.9% |
| YTD | +24.0% | -43.3% | +67.3% | +23.7% |
| 1Y | +45.1% | -56.1% | +101.2% | +44.5% |
| 3Y | +22.5% | -51.1% | +73.6% | +21.4% |
| 5Y | +22.3% | -78.5% | +100.8% | +18.5% |
| All | +18.7% | -51.7% | +70.4% | +20.7% |
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 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