+43.9%
HPQ vs MNDY
-49.8%
+93.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.0% | +6.4% | +8.2% |
| 7D | +9.8% | -4.6% | +14.4% | +10.4% |
| 30D | +22.4% | +1.0% | +21.3% | +21.9% |
| 3M | +45.2% | +9.1% | +36.0% | +43.1% |
| 6M | +96.4% | +14.2% | +82.2% | +91.8% |
| YTD | +65.4% | -41.1% | +106.5% | +73.3% |
| 1Y | +31.6% | -54.7% | +86.3% | +41.7% |
| 3Y | +37.0% | -50.6% | +87.6% | +43.4% |
| 5Y | +53.0% | -76.7% | +129.7% | +48.8% |
| All | +43.9% | -49.8% | +93.7% | +50.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling