-24.5%
KVUE vs MNDY
-22.0%
-2.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.1% |
| 7D | -5.1% | -4.6% | -0.5% | -5.0% |
| 30D | -6.3% | +1.0% | -7.4% | -6.4% |
| 3M | -0.5% | +9.1% | -9.6% | -0.8% |
| 6M | +3.1% | +14.2% | -11.1% | +2.6% |
| YTD | +6.7% | -41.1% | +47.8% | +8.2% |
| 1Y | -1.1% | -54.7% | +53.6% | +1.1% |
| 3Y | -8.7% | -50.6% | +41.8% | -9.8% |
| All | -24.5% | -22.0% | -2.5% | -29.5% |
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 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