+49.6%
EVRG vs MNDY
-76.8%
+126.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | +0.3% |
| 7D | +0.1% | -4.6% | +4.7% | +0.1% |
| 30D | -1.2% | +1.0% | -2.3% | -1.2% |
| 3M | -0.6% | +9.1% | -9.7% | -0.6% |
| 6M | +2.4% | +14.2% | -11.8% | +2.4% |
| YTD | +15.5% | -41.1% | +56.6% | +15.9% |
| 1Y | +16.8% | -54.7% | +71.6% | +17.5% |
| 3Y | +75.0% | -50.6% | +125.6% | +75.2% |
| All | +49.6% | -76.8% | +126.4% | +45.0% |
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