+10.9%
ELV vs MNDY
-53.2%
+64.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.2% |
| 7D | -2.2% | -14.1% | +11.9% | -1.8% |
| 30D | -0.2% | -8.5% | +8.3% | 0.0% |
| 3M | -6.1% | -2.5% | -3.6% | -6.2% |
| 6M | +42.8% | +0.1% | +42.8% | +42.5% |
| YTD | +14.4% | -45.0% | +59.4% | +15.6% |
| 1Y | +28.6% | -58.1% | +86.7% | +30.6% |
| 3Y | -7.4% | -52.6% | +45.2% | -6.7% |
| 5Y | +14.5% | -79.3% | +93.7% | +14.2% |
| All | +10.9% | -53.2% | +64.1% | +21.1% |
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