+8.3%
DIS vs MNDY
-51.7%
+59.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.7% | +3.9% |
| 7D | +9.1% | -1.0% | +10.1% | +9.2% |
| 30D | +14.8% | +17.1% | -2.3% | +13.4% |
| 3M | +21.2% | +3.2% | +18.0% | +20.4% |
| 6M | +18.3% | +25.2% | -6.9% | +16.1% |
| YTD | +5.4% | -34.4% | +39.8% | +6.1% |
| 1Y | +8.3% | -49.8% | +58.0% | +9.2% |
| All | +8.3% | -51.7% | +59.9% | +9.2% |
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