+12.0%
GEHC vs MNDY
-29.9%
+41.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -8.1% | +5.1% | -2.1% |
| 7D | -5.2% | -13.3% | +8.1% | -3.7% |
| 30D | -7.0% | -10.2% | +3.2% | -6.0% |
| 3M | +3.3% | -0.1% | +3.4% | +2.9% |
| 6M | -10.0% | +6.3% | -16.3% | -11.4% |
| YTD | -18.5% | -43.3% | +24.8% | -14.2% |
| 1Y | -14.4% | -56.1% | +41.7% | -7.6% |
| 3Y | +3.4% | -51.1% | +54.6% | +6.8% |
| All | +12.0% | -29.9% | +41.9% | +14.0% |
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