+64.4%
BX vs MNDY
-49.8%
+114.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.0% | +0.5% | +2.1% |
| 7D | -5.6% | -4.6% | -1.0% | -4.7% |
| 30D | -12.2% | +1.0% | -13.3% | -12.7% |
| 3M | +7.4% | +9.1% | -1.7% | +4.4% |
| 6M | +22.2% | +14.2% | +7.9% | +16.1% |
| YTD | -14.0% | -41.1% | +27.1% | -6.5% |
| 1Y | -27.3% | -54.7% | +27.4% | -16.8% |
| 3Y | +24.5% | -50.6% | +75.1% | +31.8% |
| 5Y | +18.9% | -76.7% | +95.5% | +22.1% |
| All | +64.4% | -49.8% | +114.2% | +78.2% |
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