+45.0%
FDX vs MNDY
-53.2%
+98.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.3% |
| 7D | -2.3% | -14.1% | +11.8% | -0.9% |
| 30D | -4.9% | -8.5% | +3.6% | -4.2% |
| 3M | -6.5% | -2.5% | -3.9% | -6.7% |
| 6M | +6.7% | +0.1% | +6.6% | +5.5% |
| YTD | +33.9% | -45.0% | +78.9% | +40.4% |
| 1Y | +72.2% | -58.1% | +130.3% | +85.5% |
| 3Y | +60.2% | -52.6% | +112.9% | +65.7% |
| 5Y | +62.9% | -79.3% | +142.2% | +59.2% |
| All | +45.0% | -53.2% | +98.2% | +47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling