+451.9%
JBL vs MNDY
-53.2%
+505.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | +4.0% | -14.1% | +18.1% | +5.9% |
| 30D | -7.5% | -8.5% | +1.0% | -6.8% |
| 3M | -14.1% | -2.5% | -11.5% | -14.7% |
| 6M | +25.9% | +0.1% | +25.8% | +23.1% |
| YTD | +36.7% | -45.0% | +81.7% | +45.3% |
| 1Y | +49.0% | -58.1% | +107.1% | +64.7% |
| 3Y | +191.8% | -52.6% | +244.4% | +206.3% |
| 5Y | +409.8% | -79.3% | +489.0% | +404.6% |
| All | +451.9% | -53.2% | +505.1% | +477.0% |
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