+19.6%
CHD vs MNDY
-53.2%
+72.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.4% |
| 7D | -4.2% | -14.1% | +10.0% | -4.1% |
| 30D | -7.6% | -8.5% | +0.9% | -7.6% |
| 3M | -1.6% | -2.5% | +0.9% | -1.6% |
| 6M | -6.3% | +0.1% | -6.4% | -6.2% |
| YTD | +14.6% | -45.0% | +59.6% | +14.7% |
| 1Y | +1.6% | -58.1% | +59.7% | +1.7% |
| 3Y | +3.1% | -52.6% | +55.8% | +2.8% |
| 5Y | +21.1% | -79.3% | +100.3% | +16.8% |
| All | +19.6% | -53.2% | +72.8% | +21.2% |
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 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