+82.2%
IVV vs MNDY
-78.2%
+160.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.1% | +7.5% | +0.3% |
| 7D | +0.5% | -13.3% | +13.8% | +2.1% |
| 30D | -1.0% | -10.2% | +9.2% | 0.0% |
| 3M | +3.9% | -0.1% | +4.0% | +3.2% |
| 6M | +14.5% | +6.3% | +8.2% | +12.1% |
| YTD | +12.9% | -43.3% | +56.2% | +18.8% |
| 1Y | +19.4% | -56.1% | +75.5% | +29.1% |
| 3Y | +78.8% | -51.1% | +129.9% | +83.8% |
| 5Y | +82.2% | -78.5% | +160.7% | +84.2% |
| All | +82.2% | -78.2% | +160.4% | +84.2% |
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