+108.8%
JCI vs MNDY
-77.7%
+186.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.0% | -6.5% | -1.9% |
| 7D | +0.4% | -12.5% | +12.9% | +1.6% |
| 30D | -7.7% | -2.6% | -5.1% | -7.8% |
| 3M | +2.8% | +4.2% | -1.5% | +1.6% |
| 6M | +7.2% | +9.8% | -2.5% | +4.7% |
| YTD | +20.0% | -42.3% | +62.2% | +25.4% |
| 1Y | +33.3% | -54.5% | +87.8% | +42.8% |
| 3Y | +161.3% | -50.3% | +211.6% | +169.8% |
| 5Y | +108.8% | -77.1% | +185.9% | +111.0% |
| All | +108.8% | -77.7% | +186.4% | +111.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling