+81.6%
BNS vs MNDY
-50.8%
+132.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.0% | -4.2% | +0.6% |
| 7D | -2.2% | -12.5% | +10.3% | -1.6% |
| 30D | +4.5% | -2.6% | +7.1% | +4.5% |
| 3M | +14.9% | +4.2% | +10.6% | +14.4% |
| 6M | +32.5% | +9.8% | +22.7% | +31.1% |
| YTD | +28.6% | -42.3% | +70.9% | +31.3% |
| 1Y | +48.4% | -54.5% | +102.9% | +53.2% |
| 3Y | +130.8% | -50.3% | +181.0% | +131.8% |
| 5Y | +94.8% | -77.1% | +171.9% | +89.4% |
| All | +81.6% | -50.8% | +132.4% | +81.4% |
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 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