+37.0%
ILMN vs MNDY
-52.1%
+89.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -8.1% | +4.8% | -2.2% |
| 7D | +1.9% | -13.3% | +15.2% | +3.8% |
| 30D | +12.3% | -10.2% | +22.4% | +13.7% |
| 3M | +33.5% | -0.1% | +33.7% | +32.7% |
| 6M | +69.4% | +6.3% | +63.0% | +65.2% |
| YTD | +60.9% | -43.3% | +104.2% | +70.9% |
| 1Y | +115.0% | -56.1% | +171.1% | +136.4% |
| 3Y | +37.0% | -51.1% | +88.1% | +41.6% |
| All | +37.0% | -52.1% | +89.1% | +41.6% |
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