+12.2%
DIS vs MNDY
-50.8%
+62.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.5% |
| 7D | +1.9% | -11.3% | +13.2% | +2.9% |
| 30D | +9.2% | -10.8% | +20.0% | +10.1% |
| 3M | +13.5% | -17.3% | +30.8% | +14.8% |
| 6M | +14.3% | +15.2% | -0.9% | +12.8% |
| YTD | +5.4% | -47.1% | +52.5% | +13.5% |
| 1Y | +12.2% | -51.4% | +63.6% | +23.6% |
| All | +12.2% | -50.8% | +62.9% | +23.6% |
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