+546.1%
LLY vs MNDY
-55.2%
+601.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.3% |
| 7D | +1.4% | -19.8% | +21.2% | +2.2% |
| 30D | +21.5% | -8.4% | +29.9% | +21.9% |
| 3M | +18.5% | -11.2% | +29.7% | +18.8% |
| 6M | +49.1% | +0.9% | +48.2% | +48.4% |
| YTD | +34.4% | -47.4% | +81.8% | +36.6% |
| 1Y | +46.3% | -53.0% | +99.3% | +49.2% |
| 3Y | +145.5% | -44.6% | +190.1% | +149.0% |
| 5Y | +472.7% | -78.7% | +551.4% | +467.0% |
| All | +546.1% | -55.2% | +601.3% | +598.1% |
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