+55.7%
LMT vs MNDY
-53.2%
+108.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -2.2% |
| 7D | -1.3% | -14.1% | +12.8% | -1.5% |
| 30D | -12.5% | -8.5% | -4.0% | -12.6% |
| 3M | -0.5% | -2.5% | +2.1% | -0.4% |
| 6M | -20.0% | +0.1% | -20.1% | -19.9% |
| YTD | +10.4% | -45.0% | +55.4% | +9.9% |
| 1Y | +17.7% | -58.1% | +75.8% | +17.0% |
| 3Y | +34.3% | -52.6% | +86.9% | +33.9% |
| 5Y | +71.8% | -79.3% | +151.1% | +68.6% |
| All | +55.7% | -53.2% | +108.9% | +62.2% |
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