+30.8%
CVS vs MNDY
-54.1%
+84.9%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -0.6% |
| 7D | -2.2% | -4.6% | +2.5% | -2.3% |
| 30D | -0.1% | +1.0% | -1.1% | 0.0% |
| 3M | -5.2% | +9.1% | -14.3% | -4.7% |
| 6M | +26.9% | +14.2% | +12.7% | +28.8% |
| YTD | +22.1% | -41.1% | +63.2% | +30.4% |
| 1Y | +30.8% | -54.7% | +85.5% | +41.4% |
| All | +30.8% | -54.1% | +84.9% | +41.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling