-38.8%
FIS vs MNDY
-50.1%
+11.2%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +2.9% | +4.0% |
| 7D | +2.8% | -11.3% | +14.1% | +4.4% |
| 30D | -16.7% | -10.8% | -5.9% | -15.7% |
| 3M | -32.3% | -17.3% | -15.0% | -31.0% |
| 6M | -29.1% | +15.2% | -44.3% | -30.6% |
| YTD | -54.1% | -47.1% | -7.0% | -52.8% |
| 1Y | -53.7% | -51.4% | -2.3% | -52.2% |
| 3Y | -38.8% | -49.6% | +10.8% | -41.4% |
| All | -38.8% | -50.1% | +11.2% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling