+57.5%
CHRW vs MNDY
-78.9%
+136.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.2% | 0.0% |
| 7D | +7.3% | -11.3% | +18.6% | +8.0% |
| 30D | -3.6% | -10.8% | +7.2% | -3.0% |
| 3M | -9.6% | -17.3% | +7.7% | -8.8% |
| 6M | -17.0% | +15.2% | -32.2% | -18.2% |
| YTD | -15.4% | -47.1% | +31.7% | -12.9% |
| 1Y | -10.0% | -51.4% | +41.4% | -6.9% |
| 3Y | +82.2% | -49.6% | +131.8% | +83.6% |
| All | +57.5% | -78.9% | +136.3% | +51.4% |
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 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