+82.7%
BNS vs MNDY
-49.8%
+132.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -0.4% | -4.6% | +4.3% | -0.2% |
| 30D | +3.5% | +1.0% | +2.4% | +3.3% |
| 3M | +14.1% | +9.1% | +4.9% | +13.3% |
| 6M | +33.8% | +14.2% | +19.6% | +32.2% |
| YTD | +29.5% | -41.1% | +70.6% | +32.1% |
| 1Y | +48.4% | -54.7% | +103.1% | +53.3% |
| 3Y | +129.6% | -50.6% | +180.2% | +130.7% |
| 5Y | +96.1% | -76.7% | +172.7% | +90.5% |
| All | +82.7% | -49.8% | +132.6% | +82.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling