+32.6%
BRO vs MNDY
-49.8%
+82.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.4% |
| 7D | -7.3% | -4.6% | -2.7% | -6.9% |
| 30D | -6.9% | +1.0% | -7.9% | -7.1% |
| 3M | +10.7% | +9.1% | +1.5% | +9.5% |
| 6M | -2.7% | +14.2% | -16.9% | -4.4% |
| YTD | -16.3% | -41.1% | +24.8% | -13.9% |
| 1Y | -29.1% | -54.7% | +25.6% | -25.9% |
| 3Y | -7.8% | -50.6% | +42.7% | -6.9% |
| 5Y | +18.7% | -76.7% | +95.4% | +16.6% |
| All | +32.6% | -49.8% | +82.5% | +34.1% |
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