+0.2%
HUM vs MNDY
-50.8%
+51.0%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | 0.0% |
| 7D | -1.4% | -12.5% | +11.1% | -0.9% |
| 30D | +7.5% | -2.6% | +10.1% | +7.5% |
| 3M | +10.2% | +4.2% | +6.0% | +9.7% |
| 6M | +132.5% | +9.8% | +122.8% | +130.4% |
| YTD | +57.6% | -42.3% | +99.9% | +60.4% |
| 1Y | +48.6% | -54.5% | +103.1% | +52.5% |
| 3Y | -11.2% | -50.3% | +39.1% | -9.7% |
| 5Y | +4.8% | -77.1% | +81.9% | +3.9% |
| All | +0.2% | -50.8% | +51.0% | +8.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling