+35.0%
LMT vs MNDY
-49.4%
+84.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -1.1% |
| 7D | -0.2% | -4.6% | +4.4% | -0.3% |
| 30D | -13.1% | +1.0% | -14.1% | -13.0% |
| 3M | -3.9% | +9.1% | -13.0% | -3.5% |
| 6M | -18.3% | +14.2% | -32.5% | -17.8% |
| YTD | +10.3% | -41.1% | +51.5% | +9.2% |
| 1Y | +14.2% | -54.7% | +69.0% | +12.7% |
| 3Y | +35.0% | -50.6% | +85.5% | +33.6% |
| All | +35.0% | -49.4% | +84.4% | +33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling