+6.0%
IQV vs MNDY
-50.8%
+56.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -0.6% |
| 7D | -5.3% | -12.5% | +7.2% | -3.5% |
| 30D | +5.5% | -2.6% | +8.1% | +5.6% |
| 3M | +41.2% | +4.2% | +37.0% | +39.6% |
| 6M | +50.5% | +9.8% | +40.8% | +46.8% |
| YTD | +14.1% | -42.3% | +56.4% | +21.0% |
| 1Y | +39.9% | -54.5% | +94.5% | +52.3% |
| 3Y | +20.5% | -50.3% | +70.7% | +24.0% |
| 5Y | -1.2% | -77.1% | +75.9% | -3.7% |
| All | +6.0% | -50.8% | +56.8% | +9.7% |
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