+118.3%
BP vs MNDY
-55.0%
+173.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.4% | +0.8% |
| 7D | +3.8% | -11.3% | +15.1% | +4.3% |
| 30D | -5.3% | -10.8% | +5.5% | -4.9% |
| 3M | +9.3% | -17.3% | +26.5% | +9.9% |
| 6M | +7.2% | +15.2% | -8.0% | +5.7% |
| YTD | +38.0% | -47.1% | +85.2% | +41.0% |
| 1Y | +33.2% | -51.4% | +84.6% | +36.7% |
| 3Y | +50.3% | -49.6% | +99.9% | +52.2% |
| 5Y | +114.1% | -78.6% | +192.7% | +113.8% |
| All | +118.3% | -55.0% | +173.3% | +120.8% |
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