-55.1%
JD vs MNDY
-47.4%
-7.7%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.4% | +8.3% | +2.8% |
| 7D | -1.7% | -9.6% | +7.9% | -0.3% |
| 30D | -13.2% | -0.4% | -12.7% | -13.5% |
| 3M | -3.2% | +4.3% | -7.5% | -4.6% |
| 6M | +15.2% | +19.8% | -4.6% | +9.8% |
| YTD | +2.0% | -38.3% | +40.3% | +7.7% |
| 1Y | -5.4% | -50.1% | +44.7% | +2.9% |
| 3Y | -9.1% | -48.4% | +39.3% | -8.4% |
| 5Y | -59.6% | -76.0% | +16.4% | -62.2% |
| All | -55.1% | -47.4% | -7.7% | -55.4% |
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 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