+83.9%
JNJ vs MNDY
-49.8%
+133.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.2% | -0.3% |
| 7D | -3.5% | -4.6% | +1.1% | -3.6% |
| 30D | +2.3% | +1.0% | +1.3% | +2.4% |
| 3M | +12.0% | +9.1% | +2.9% | +12.2% |
| 6M | +10.5% | +14.2% | -3.8% | +10.9% |
| YTD | +30.4% | -41.1% | +71.5% | +29.8% |
| 1Y | +52.1% | -54.7% | +106.9% | +51.1% |
| 3Y | +77.8% | -50.6% | +128.4% | +76.4% |
| 5Y | +82.9% | -76.7% | +159.5% | +78.0% |
| All | +83.9% | -49.8% | +133.7% | +88.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling