+85.5%
BWA vs MNDY
-76.8%
+162.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.3% |
| 7D | -1.3% | -4.6% | +3.3% | -1.0% |
| 30D | -2.9% | +1.0% | -4.0% | -3.3% |
| 3M | -10.7% | +9.1% | -19.8% | -11.9% |
| 6M | +26.5% | +14.2% | +12.2% | +23.4% |
| YTD | +49.1% | -41.1% | +90.2% | +54.8% |
| 1Y | +52.1% | -54.7% | +106.8% | +61.6% |
| 3Y | +72.6% | -50.6% | +123.1% | +74.0% |
| All | +85.5% | -76.8% | +162.3% | +72.7% |
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