+463.8%
JBL vs MNDY
-49.8%
+513.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.0% | +3.1% | +4.8% |
| 7D | +2.4% | -4.6% | +7.1% | +3.0% |
| 30D | -13.1% | +1.0% | -14.1% | -13.6% |
| 3M | -15.6% | +9.1% | -24.7% | -17.5% |
| 6M | +24.6% | +14.2% | +10.3% | +19.6% |
| YTD | +39.6% | -41.1% | +80.8% | +47.2% |
| 1Y | +48.6% | -54.7% | +103.3% | +62.6% |
| 3Y | +197.3% | -50.6% | +247.8% | +210.5% |
| 5Y | +413.0% | -76.7% | +489.6% | +404.2% |
| All | +463.8% | -49.8% | +513.7% | +484.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling