-26.7%
LUV vs MNDY
-50.8%
+24.1%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.5% |
| 7D | -0.1% | -12.5% | +12.4% | +1.2% |
| 30D | -14.6% | -2.6% | -12.0% | -14.6% |
| 3M | -5.7% | +4.2% | -9.9% | -6.6% |
| 6M | -8.4% | +9.8% | -18.2% | -10.3% |
| YTD | -5.1% | -42.3% | +37.2% | -1.2% |
| 1Y | +26.6% | -54.5% | +81.1% | +34.9% |
| 3Y | +39.7% | -50.3% | +89.9% | +42.9% |
| 5Y | -12.0% | -77.1% | +65.1% | -14.4% |
| All | -26.7% | -50.8% | +24.1% | -28.1% |
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