+140.8%
JCI vs MNDY
-51.7%
+192.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.1% | +9.1% | +1.6% |
| 7D | +5.1% | -13.3% | +18.4% | +6.3% |
| 30D | -3.8% | -10.2% | +6.3% | -3.2% |
| 3M | +1.9% | -0.1% | +2.0% | +1.3% |
| 6M | +11.2% | +6.3% | +4.9% | +9.2% |
| YTD | +22.9% | -43.3% | +66.2% | +28.0% |
| 1Y | +37.4% | -56.1% | +93.5% | +46.5% |
| 3Y | +167.8% | -51.1% | +219.0% | +176.9% |
| 5Y | +115.0% | -78.5% | +193.5% | +112.8% |
| All | +140.8% | -51.7% | +192.5% | +164.9% |
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