+48.2%
GSK vs MNDY
-77.7%
+125.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.0% | -6.1% | -1.1% |
| 7D | -5.4% | -12.5% | +7.1% | -5.3% |
| 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% | -11.5% |
| YTD | +0.7% | -42.3% | +43.0% | +1.2% |
| 1Y | +23.0% | -54.5% | +77.6% | +23.8% |
| 3Y | +48.0% | -50.3% | +98.2% | +48.0% |
| 5Y | +48.2% | -77.1% | +125.3% | +44.7% |
| All | +48.2% | -77.7% | +125.9% | +44.7% |
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 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