+129.8%
CSCO vs MNDY
-47.4%
+177.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.4% | +7.0% | +0.9% |
| 7D | -0.7% | -9.6% | +8.9% | -0.1% |
| 30D | -10.1% | -0.4% | -9.7% | -10.3% |
| 3M | -15.7% | +4.3% | -20.0% | -16.2% |
| 6M | +36.3% | +19.8% | +16.5% | +33.7% |
| YTD | +43.8% | -38.3% | +82.1% | +47.2% |
| 1Y | +63.9% | -50.1% | +114.0% | +69.9% |
| 3Y | +104.4% | -48.4% | +152.8% | +108.4% |
| 5Y | +111.4% | -76.0% | +187.4% | +107.1% |
| All | +129.8% | -47.4% | +177.2% | +143.6% |
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