+33.1%
CVS vs MNDY
-77.3%
+110.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.2% |
| 7D | -2.0% | -12.5% | +10.5% | -1.8% |
| 30D | +1.9% | -2.6% | +4.5% | +1.9% |
| 3M | -2.2% | +4.2% | -6.4% | -2.3% |
| 6M | +26.7% | +9.8% | +17.0% | +26.4% |
| YTD | +22.9% | -42.3% | +65.2% | +24.5% |
| 1Y | +32.9% | -54.5% | +87.4% | +35.3% |
| 3Y | +62.3% | -50.3% | +112.5% | +64.4% |
| All | +33.1% | -77.3% | +110.4% | +32.4% |
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 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