+7.7%
GEHC vs MNDY
-28.7%
+36.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.4% | -2.0% |
| 7D | -7.9% | -12.5% | +4.6% | -6.5% |
| 30D | -11.7% | -2.6% | -9.1% | -11.6% |
| 3M | +0.8% | +4.2% | -3.4% | 0.0% |
| 6M | -11.6% | +9.8% | -21.3% | -13.3% |
| YTD | -21.6% | -42.3% | +20.7% | -17.6% |
| 1Y | -15.3% | -54.5% | +39.2% | -8.9% |
| 3Y | -0.5% | -50.3% | +49.7% | +2.5% |
| All | +7.7% | -28.7% | +36.4% | +9.5% |
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