+138.3%
GOOGL vs MNDY
-77.7%
+216.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.0% | -4.4% | -0.1% |
| 7D | -2.8% | -12.5% | +9.7% | -1.0% |
| 30D | -3.2% | -2.6% | -0.6% | -3.1% |
| 3M | -6.6% | +4.2% | -10.9% | -7.9% |
| 6M | +8.5% | +9.8% | -1.3% | +5.1% |
| YTD | +6.5% | -42.3% | +48.7% | +13.4% |
| 1Y | +39.4% | -54.5% | +94.0% | +53.3% |
| 3Y | +146.2% | -50.3% | +196.4% | +150.0% |
| 5Y | +138.3% | -77.1% | +215.4% | +138.2% |
| All | +138.3% | -77.7% | +216.0% | +138.2% |
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