-70.3%
FIS vs MNDY
-49.8%
-20.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.0% | -2.9% | -1.2% |
| 7D | -9.0% | -4.6% | -4.3% | -8.4% |
| 30D | -9.0% | +1.0% | -10.1% | -9.2% |
| 3M | -0.5% | +9.1% | -9.7% | -1.8% |
| 6M | -23.1% | +14.2% | -37.3% | -24.7% |
| YTD | -41.5% | -41.1% | -0.3% | -39.2% |
| 1Y | -42.2% | -54.7% | +12.5% | -38.7% |
| 3Y | -26.3% | -50.6% | +24.2% | -25.5% |
| 5Y | -65.2% | -76.7% | +11.5% | -66.8% |
| All | -70.3% | -49.8% | -20.4% | -71.7% |
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