+0.5%
IVZ vs MNDY
+17.7%
-17.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.2% |
| 7D | -2.4% | -8.0% | +5.6% | -2.2% |
| 30D | -11.2% | +5.3% | -16.5% | -11.2% |
| 3M | -14.0% | +0.4% | -14.4% | -13.8% |
| 6M | +0.5% | +18.9% | -18.4% | +0.7% |
| All | +0.5% | +17.7% | -17.3% | +0.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling