+101.7%
FICO vs MNDY
-78.2%
+179.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.1% | +8.2% | +1.9% |
| 7D | -15.4% | -13.3% | -2.1% | -12.7% |
| 30D | -10.4% | -10.2% | -0.2% | -8.3% |
| 3M | -22.7% | -0.1% | -22.6% | -22.7% |
| 6M | -36.8% | +6.3% | -43.1% | -38.0% |
| YTD | -44.8% | -43.3% | -1.5% | -39.4% |
| 1Y | -39.3% | -56.1% | +16.8% | -30.7% |
| 3Y | +3.7% | -51.1% | +54.9% | +9.9% |
| 5Y | +101.7% | -78.5% | +180.2% | +102.0% |
| All | +101.7% | -78.2% | +179.9% | +102.0% |
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