+18.6%
JD vs MNDY
-50.3%
+68.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.3% | -1.7% |
| 7D | +0.4% | -19.8% | +20.2% | +1.9% |
| 30D | +4.2% | -8.4% | +12.6% | +4.7% |
| 3M | -12.8% | -11.2% | -1.5% | -12.4% |
| 6M | -8.8% | +0.9% | -9.7% | -9.8% |
| YTD | +0.5% | -47.4% | +47.9% | +5.7% |
| 1Y | -8.8% | -53.0% | +44.2% | -3.0% |
| All | +18.6% | -50.3% | +68.9% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling