+42.2%
LUV vs MNDY
-49.4%
+91.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.5% | +1.2% |
| 7D | -1.0% | -4.6% | +3.7% | -0.6% |
| 30D | -12.4% | +1.0% | -13.4% | -12.7% |
| 3M | -11.0% | +9.1% | -20.1% | -12.1% |
| 6M | -5.0% | +14.2% | -19.2% | -7.1% |
| YTD | -3.8% | -41.1% | +37.4% | +0.6% |
| 1Y | +25.9% | -54.7% | +80.6% | +35.7% |
| 3Y | +42.2% | -50.6% | +92.8% | +48.8% |
| All | +42.2% | -49.4% | +91.7% | +48.8% |
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 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