+153.1%
JPM vs MNDY
-49.8%
+203.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.6% |
| 7D | -0.7% | -4.6% | +4.0% | -0.4% |
| 30D | -2.5% | +1.0% | -3.5% | -2.7% |
| 3M | +14.1% | +9.1% | +5.0% | +12.9% |
| 6M | +25.1% | +14.2% | +10.9% | +22.7% |
| YTD | +12.1% | -41.1% | +53.3% | +15.4% |
| 1Y | +18.8% | -54.7% | +73.5% | +24.5% |
| 3Y | +163.4% | -50.6% | +214.0% | +169.9% |
| 5Y | +156.5% | -76.7% | +233.2% | +151.0% |
| All | +153.1% | -49.8% | +203.0% | +162.5% |
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