+289.9%
BNY vs MNDY
-49.4%
+339.3%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -1.9% | -0.1% |
| 7D | -1.3% | -4.6% | +3.3% | -1.1% |
| 30D | -0.2% | +1.0% | -1.2% | -0.4% |
| 3M | +14.9% | +9.1% | +5.8% | +13.8% |
| 6M | +40.0% | +14.2% | +25.8% | +37.6% |
| YTD | +42.0% | -41.1% | +83.1% | +47.0% |
| 1Y | +56.9% | -54.7% | +111.6% | +65.9% |
| 3Y | +289.9% | -50.6% | +340.4% | +311.9% |
| All | +289.9% | -49.4% | +339.3% | +311.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling