-53.1%
FISV vs MNDY
-76.8%
+23.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.0% | +3.5% | +5.2% |
| 7D | -2.7% | -4.6% | +2.0% | -2.1% |
| 30D | 0.0% | +1.0% | -1.0% | -0.2% |
| 3M | -2.8% | +9.1% | -11.9% | -4.1% |
| 6M | -11.8% | +14.2% | -26.0% | -13.8% |
| YTD | -23.2% | -41.1% | +17.9% | -19.8% |
| 1Y | -62.0% | -54.7% | -7.3% | -59.3% |
| 3Y | -57.6% | -50.6% | -7.0% | -56.3% |
| All | -53.1% | -76.8% | +23.7% | -54.6% |
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 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