+405.3%
GE vs MNDY
-51.7%
+457.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.5% | +0.1% |
| 7D | +1.2% | -13.3% | +14.5% | +2.5% |
| 30D | -9.5% | -10.2% | +0.7% | -8.8% |
| 3M | +4.1% | -0.1% | +4.2% | +3.5% |
| 6M | +3.9% | +6.3% | -2.4% | +2.0% |
| YTD | +9.0% | -43.3% | +52.3% | +13.8% |
| 1Y | +21.9% | -56.1% | +78.1% | +30.4% |
| 3Y | +281.8% | -51.1% | +332.9% | +294.6% |
| 5Y | +436.7% | -78.5% | +515.2% | +429.2% |
| All | +405.3% | -51.7% | +457.0% | +453.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling