+72.8%
HCA vs MNDY
-76.8%
+149.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.3% |
| 7D | +5.4% | -4.6% | +10.1% | +5.7% |
| 30D | +3.0% | +1.0% | +1.9% | +2.8% |
| 3M | +13.0% | +9.1% | +3.9% | +12.2% |
| 6M | -20.3% | +14.2% | -34.5% | -21.3% |
| YTD | -8.2% | -41.1% | +32.9% | -5.9% |
| 1Y | +6.7% | -54.7% | +61.4% | +11.0% |
| 3Y | +60.4% | -50.6% | +110.9% | +59.7% |
| All | +72.8% | -76.8% | +149.6% | +62.9% |
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