+30.7%
IVZ vs MNDY
-51.7%
+82.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.4% | +0.7% | +4.0% |
| 7D | +2.6% | -1.0% | +3.7% | +2.7% |
| 30D | -3.5% | +17.1% | -20.6% | -4.6% |
| 3M | -7.4% | +3.2% | -10.6% | -7.8% |
| 6M | +14.7% | +25.2% | -10.5% | +11.9% |
| YTD | +14.6% | -34.4% | +49.0% | +19.2% |
| 1Y | +30.7% | -49.8% | +80.5% | +37.9% |
| All | +30.7% | -51.7% | +82.4% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling