+549.7%
LLY vs MNDY
-55.0%
+604.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | 0.0% | +1.2% |
| 7D | +6.7% | -11.3% | +18.0% | +7.2% |
| 30D | +19.6% | -10.8% | +30.4% | +20.0% |
| 3M | +19.7% | -17.3% | +37.0% | +20.3% |
| 6M | +42.7% | +15.2% | +27.5% | +41.4% |
| YTD | +35.1% | -47.1% | +82.3% | +37.3% |
| 1Y | +42.2% | -51.4% | +93.6% | +44.9% |
| 3Y | +140.8% | -49.6% | +190.4% | +144.7% |
| 5Y | +480.6% | -78.6% | +559.1% | +474.7% |
| All | +549.7% | -55.0% | +604.6% | +601.8% |
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 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