+12.7%
MDLZ vs MNDY
-50.8%
+63.5%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | 0.0% |
| 7D | +1.7% | -12.5% | +14.2% | +1.8% |
| 30D | +1.1% | -2.6% | +3.7% | +1.1% |
| 3M | -1.8% | +4.2% | -6.1% | -1.9% |
| 6M | +12.3% | +9.8% | +2.5% | +12.2% |
| YTD | +18.0% | -42.3% | +60.3% | +18.8% |
| 1Y | +3.8% | -54.5% | +58.3% | +4.8% |
| 3Y | -2.4% | -50.3% | +47.8% | -2.8% |
| 5Y | +18.4% | -77.1% | +95.5% | +14.1% |
| All | +12.7% | -50.8% | +63.5% | +14.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling