+46.1%
GSK vs MNDY
-50.4%
+96.5%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.0% | -6.1% | -1.0% |
| 7D | -5.4% | -12.5% | +7.1% | -5.4% |
| 30D | -4.6% | -2.6% | -2.0% | -4.6% |
| 3M | -5.1% | +4.2% | -9.4% | -5.1% |
| 6M | -11.4% | +9.8% | -21.2% | -11.2% |
| YTD | +0.7% | -42.3% | +43.0% | +1.1% |
| 1Y | +23.0% | -54.5% | +77.6% | +23.5% |
| All | +46.1% | -50.4% | +96.5% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling