-76.7%
FIS vs MNDY
-55.0%
-21.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +2.9% | +4.0% |
| 7D | +2.8% | -11.3% | +14.1% | +4.2% |
| 30D | -16.7% | -10.8% | -5.9% | -15.8% |
| 3M | -32.3% | -17.3% | -15.0% | -31.1% |
| 6M | -29.1% | +15.2% | -44.3% | -30.6% |
| YTD | -54.1% | -47.1% | -7.0% | -51.9% |
| 1Y | -53.7% | -51.4% | -2.3% | -51.1% |
| 3Y | -38.8% | -49.6% | +10.8% | -38.3% |
| 5Y | -71.1% | -78.6% | +7.5% | -72.0% |
| All | -76.7% | -55.0% | -21.7% | -77.6% |
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