+141.3%
BP vs MNDY
-77.7%
+219.0%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.0% | -4.1% | +0.6% |
| 7D | +5.7% | -12.5% | +18.2% | +6.4% |
| 30D | +8.1% | -2.6% | +10.7% | +8.0% |
| 3M | +8.6% | +4.2% | +4.4% | +7.9% |
| 6M | +18.1% | +9.8% | +8.4% | +16.7% |
| YTD | +37.6% | -42.3% | +79.9% | +40.6% |
| 1Y | +39.4% | -54.5% | +93.9% | +44.2% |
| 3Y | +40.1% | -50.3% | +90.3% | +42.2% |
| 5Y | +141.3% | -77.1% | +218.4% | +146.4% |
| All | +141.3% | -77.7% | +219.0% | +146.4% |
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 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