+116.0%
CTAS vs MNDY
-78.9%
+194.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.6% | -0.5% |
| 7D | +2.0% | -11.3% | +13.3% | +3.2% |
| 30D | +8.7% | -10.8% | +19.5% | +9.8% |
| 3M | +13.3% | -17.3% | +30.6% | +14.9% |
| 6M | +39.4% | +15.2% | +24.2% | +35.9% |
| YTD | +21.5% | -47.1% | +68.6% | +27.6% |
| 1Y | +21.9% | -51.4% | +73.3% | +29.2% |
| 3Y | +73.6% | -49.6% | +123.3% | +76.0% |
| All | +116.0% | -78.9% | +194.9% | +121.6% |
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 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