-61.6%
JD vs MNDY
-78.9%
+17.3%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.6% | -1.9% |
| 7D | -3.0% | -14.1% | +11.1% | -0.6% |
| 30D | -19.3% | -8.5% | -10.9% | -18.5% |
| 3M | -6.0% | -2.5% | -3.5% | -6.6% |
| 6M | +1.8% | +0.1% | +1.7% | -0.6% |
| YTD | -2.6% | -45.0% | +42.5% | +5.5% |
| 1Y | -17.4% | -58.1% | +40.7% | -6.5% |
| 3Y | -8.6% | -52.6% | +44.0% | -7.4% |
| 5Y | -61.6% | -79.3% | +17.7% | -62.3% |
| All | -61.6% | -78.9% | +17.3% | -62.3% |
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