+390.0%
LLY vs MNDY
-78.3%
+468.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -8.1% | +5.9% | -1.9% |
| 7D | -3.1% | -13.3% | +10.2% | -2.5% |
| 30D | -5.1% | -10.2% | +5.1% | -4.7% |
| 3M | -2.1% | -0.1% | -1.9% | -2.3% |
| 6M | +13.8% | +6.3% | +7.5% | +13.0% |
| YTD | +5.1% | -43.3% | +48.4% | +7.0% |
| 1Y | +53.1% | -56.1% | +109.2% | +57.2% |
| 3Y | +95.6% | -51.1% | +146.8% | +98.9% |
| All | +390.0% | -78.3% | +468.3% | +389.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling