+145.8%
IVZ vs MNDY
-46.0%
+191.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.4% | +7.5% | +2.1% |
| 7D | +0.6% | -9.6% | +10.2% | +2.2% |
| 30D | +4.0% | -0.4% | +4.4% | +3.7% |
| 3M | +18.2% | +4.3% | +13.9% | +16.4% |
| 6M | +32.8% | +19.8% | +13.0% | +26.2% |
| YTD | +28.7% | -38.3% | +67.0% | +37.8% |
| 1Y | +55.4% | -50.1% | +105.5% | +71.9% |
| All | +145.8% | -46.0% | +191.8% | +169.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling