-43.2%
ILMN vs MNDY
-79.2%
+36.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.6% | -1.2% |
| 7D | -6.0% | -19.8% | +13.8% | -2.2% |
| 30D | -23.0% | -8.4% | -14.6% | -22.3% |
| 3M | +10.4% | -11.2% | +21.7% | +11.2% |
| 6M | +49.4% | +0.9% | +48.5% | +44.5% |
| YTD | +62.3% | -47.4% | +109.7% | +77.1% |
| 1Y | +73.7% | -53.0% | +126.7% | +93.8% |
| 3Y | +122.5% | -44.6% | +167.1% | +117.1% |
| 5Y | -43.2% | -78.7% | +35.5% | -43.1% |
| All | -43.2% | -79.2% | +36.1% | -43.1% |
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