+33.5%
BN vs MNDY
-77.7%
+111.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.0% | -6.2% | -2.1% |
| 7D | -5.9% | -12.5% | +6.6% | -3.8% |
| 30D | -15.1% | -2.6% | -12.4% | -15.0% |
| 3M | -14.6% | +4.2% | -18.8% | -15.9% |
| 6M | -8.4% | +9.8% | -18.2% | -11.5% |
| YTD | -16.8% | -42.3% | +25.5% | -10.8% |
| 1Y | -14.4% | -54.5% | +40.2% | -4.8% |
| 3Y | +70.1% | -50.3% | +120.4% | +77.8% |
| 5Y | +33.5% | -77.1% | +110.6% | +37.0% |
| All | +33.5% | -77.7% | +111.2% | +37.0% |
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