+101.2%
CTVA vs MNDY
-53.2%
+154.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.7% | -1.2% |
| 7D | -5.8% | -14.1% | +8.3% | -5.3% |
| 30D | +11.1% | -8.5% | +19.5% | +11.3% |
| 3M | +13.2% | -2.5% | +15.8% | +13.1% |
| 6M | +8.7% | +0.1% | +8.7% | +8.3% |
| YTD | +27.3% | -45.0% | +72.3% | +29.9% |
| 1Y | +18.0% | -58.1% | +76.1% | +21.8% |
| 3Y | +76.5% | -52.6% | +129.1% | +79.4% |
| 5Y | +105.1% | -79.3% | +184.4% | +102.9% |
| All | +101.2% | -53.2% | +154.4% | +107.0% |
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