+93.6%
IVV vs MNDY
-55.2%
+148.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.4% | +1.1% |
| 7D | -0.9% | -19.8% | +18.9% | +1.2% |
| 30D | -2.3% | -8.4% | +6.1% | -1.7% |
| 3M | -1.2% | -11.2% | +10.1% | -0.7% |
| 6M | +3.3% | +0.9% | +2.4% | +1.8% |
| YTD | +12.3% | -47.4% | +59.7% | +17.9% |
| 1Y | +12.5% | -53.0% | +65.5% | +19.5% |
| 3Y | +79.2% | -44.6% | +123.8% | +81.0% |
| 5Y | +75.6% | -78.7% | +154.3% | +73.7% |
| All | +93.6% | -55.2% | +148.8% | +99.0% |
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