+105.1%
CTVA vs MNDY
-76.8%
+182.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.8% |
| 7D | -4.5% | -4.6% | +0.1% | -4.3% |
| 30D | +11.3% | +1.0% | +10.3% | +11.1% |
| 3M | +12.3% | +9.1% | +3.2% | +11.6% |
| 6M | +7.2% | +14.2% | -7.0% | +6.0% |
| YTD | +26.0% | -41.1% | +67.2% | +28.7% |
| 1Y | +16.0% | -54.7% | +70.8% | +20.0% |
| 3Y | +73.9% | -50.6% | +124.5% | +76.5% |
| All | +105.1% | -76.8% | +182.0% | +107.3% |
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