-29.5%
DIS vs MNDY
-79.9%
+50.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.7% |
| 7D | +4.4% | -18.4% | +22.8% | +7.2% |
| 30D | +10.3% | -14.1% | +24.5% | +12.3% |
| 3M | +15.5% | -13.8% | +29.3% | +17.0% |
| 6M | +11.2% | +6.0% | +5.2% | +8.5% |
| YTD | +5.6% | -48.2% | +53.8% | +13.0% |
| 1Y | +7.7% | -54.0% | +61.8% | +17.3% |
| 3Y | +39.3% | -45.5% | +84.8% | +38.3% |
| 5Y | -29.5% | -78.2% | +48.7% | -32.2% |
| All | -29.5% | -79.9% | +50.4% | -32.2% |
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 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