+44.5%
FICO vs MNDY
-55.5%
+100.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.4% |
| 7D | +1.4% | -17.9% | +19.3% | +5.3% |
| 30D | -0.8% | -9.0% | +8.3% | +0.8% |
| 3M | -31.3% | -10.4% | -20.9% | -30.0% |
| 6M | -33.9% | +7.0% | -41.0% | -35.2% |
| YTD | -57.6% | -47.8% | -9.8% | -53.2% |
| 1Y | -59.7% | -51.6% | -8.1% | -55.0% |
| 3Y | -28.0% | -45.0% | +17.0% | -25.2% |
| 5Y | +91.0% | -78.8% | +169.8% | +92.2% |
| All | +44.5% | -55.5% | +100.0% | +48.6% |
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 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