-64.8%
FIS vs MNDY
-77.7%
+12.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.8% | +0.6% |
| 7D | -8.9% | -12.5% | +3.6% | -7.4% |
| 30D | -9.9% | -2.6% | -7.3% | -9.7% |
| 3M | 0.0% | +4.2% | -4.3% | -0.8% |
| 6M | -22.9% | +9.8% | -32.7% | -24.3% |
| YTD | -40.9% | -42.3% | +1.4% | -38.3% |
| 1Y | -40.4% | -54.5% | +14.1% | -36.6% |
| 3Y | -25.4% | -50.3% | +24.9% | -24.7% |
| 5Y | -64.8% | -77.1% | +12.3% | -67.2% |
| All | -64.8% | -77.7% | +12.8% | -67.2% |
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