-38.5%
DIS vs MNDY
-47.4%
+8.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.4% | +4.7% | -0.9% |
| 7D | -2.6% | -9.6% | +7.0% | -1.4% |
| 30D | +3.5% | -0.4% | +3.9% | +3.3% |
| 3M | +6.8% | +4.3% | +2.5% | +5.7% |
| 6M | +3.0% | +19.8% | -16.8% | -0.6% |
| YTD | -6.7% | -38.3% | +31.6% | -2.6% |
| 1Y | -10.1% | -50.1% | +40.0% | -4.1% |
| 3Y | +33.0% | -48.4% | +81.5% | +35.0% |
| 5Y | -40.0% | -76.0% | +36.0% | -42.9% |
| All | -38.5% | -47.4% | +8.9% | -41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling