+64.4%
FDX vs MNDY
-78.2%
+142.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.1% | +5.5% | -1.7% |
| 7D | -3.3% | -13.3% | +10.0% | -1.8% |
| 30D | -1.4% | -10.2% | +8.8% | -0.4% |
| 3M | -4.5% | -0.1% | -4.4% | -5.0% |
| 6M | +9.4% | +6.3% | +3.1% | +7.3% |
| YTD | +36.0% | -43.3% | +79.3% | +43.1% |
| 1Y | +75.5% | -56.1% | +131.6% | +90.0% |
| 3Y | +62.8% | -51.1% | +113.9% | +67.9% |
| 5Y | +64.4% | -78.5% | +142.9% | +61.9% |
| All | +64.4% | -78.2% | +142.6% | +61.9% |
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 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