-31.1%
INTU vs MNDY
-50.8%
+19.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.0% | -5.4% | -1.7% |
| 7D | -9.2% | -12.5% | +3.3% | -5.9% |
| 30D | -7.0% | -2.6% | -4.4% | -6.5% |
| 3M | +10.5% | +4.2% | +6.3% | +8.8% |
| 6M | -30.6% | +9.8% | -40.3% | -32.5% |
| YTD | -52.3% | -42.3% | -10.1% | -46.4% |
| 1Y | -51.8% | -54.5% | +2.7% | -43.2% |
| 3Y | -41.8% | -50.3% | +8.4% | -37.2% |
| 5Y | -42.8% | -77.1% | +34.3% | -42.2% |
| All | -31.1% | -50.8% | +19.7% | -27.8% |
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