+71.4%
BX vs MNDY
-51.7%
+123.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.1% | +6.5% | +0.1% |
| 7D | -2.0% | -13.3% | +11.3% | +1.0% |
| 30D | -2.3% | -10.2% | +7.9% | -0.4% |
| 3M | +18.5% | -0.1% | +18.6% | +17.4% |
| 6M | +23.7% | +6.3% | +17.4% | +19.5% |
| YTD | -10.4% | -43.3% | +32.9% | -1.7% |
| 1Y | -19.6% | -56.1% | +36.6% | -7.3% |
| 3Y | +30.8% | -51.1% | +81.9% | +38.8% |
| 5Y | +24.3% | -78.5% | +102.8% | +28.5% |
| All | +71.4% | -51.7% | +123.1% | +87.4% |
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 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