+52.7%
BWA vs MNDY
-53.2%
+105.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.3% |
| 7D | +0.1% | -14.1% | +14.2% | +1.1% |
| 30D | -5.6% | -8.5% | +2.9% | -5.2% |
| 3M | -10.7% | -2.5% | -8.1% | -11.0% |
| 6M | +23.2% | +0.1% | +23.1% | +21.9% |
| YTD | +46.0% | -45.0% | +91.0% | +51.4% |
| 1Y | +51.2% | -58.1% | +109.3% | +60.1% |
| 3Y | +69.6% | -52.6% | +122.2% | +71.7% |
| 5Y | +86.6% | -79.3% | +165.9% | +73.3% |
| All | +52.7% | -53.2% | +105.9% | +51.0% |
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