+140.2%
JCI vs MNDY
-49.8%
+190.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.3% | +2.1% |
| 7D | +0.7% | -4.6% | +5.4% | +1.1% |
| 30D | -4.4% | +1.0% | -5.5% | -4.8% |
| 3M | +1.7% | +9.1% | -7.5% | +0.3% |
| 6M | +8.8% | +14.2% | -5.4% | +6.1% |
| YTD | +22.6% | -41.1% | +63.8% | +27.3% |
| 1Y | +36.2% | -54.7% | +90.9% | +44.9% |
| 3Y | +168.0% | -50.6% | +218.6% | +176.8% |
| 5Y | +113.5% | -76.7% | +190.1% | +111.2% |
| All | +140.2% | -49.8% | +190.1% | +163.4% |
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