+110.7%
MCK vs MNDY
-49.4%
+160.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | +0.1% |
| 7D | -2.9% | -4.6% | +1.7% | -3.0% |
| 30D | +0.4% | +1.0% | -0.6% | +0.5% |
| 3M | +12.1% | +9.1% | +3.0% | +12.4% |
| 6M | -5.4% | +14.2% | -19.7% | -5.0% |
| YTD | +7.8% | -41.1% | +48.9% | +7.3% |
| 1Y | +22.9% | -54.7% | +77.7% | +22.3% |
| 3Y | +110.7% | -50.6% | +161.3% | +118.8% |
| All | +110.7% | -49.4% | +160.2% | +118.8% |
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