+15.2%
JD vs MNDY
+23.9%
-8.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.4% | +8.3% | +1.5% |
| 7D | -1.7% | -9.6% | +7.9% | -2.2% |
| 30D | -13.2% | -0.4% | -12.7% | -12.9% |
| 3M | -3.2% | +4.3% | -7.5% | -3.7% |
| 6M | +15.2% | +19.8% | -4.6% | +20.6% |
| All | +15.2% | +23.9% | -8.7% | +20.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling