+4.1%
MDLZ vs MNDY
-54.1%
+58.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | 0.0% |
| 7D | +1.9% | -4.6% | +6.5% | +1.9% |
| 30D | +0.4% | +1.0% | -0.6% | +0.4% |
| 3M | -0.6% | +9.1% | -9.7% | -0.5% |
| 6M | +14.7% | +14.2% | +0.5% | +15.9% |
| YTD | +18.0% | -41.1% | +59.1% | +18.2% |
| 1Y | +4.1% | -54.7% | +58.8% | +5.7% |
| All | +4.1% | -54.1% | +58.3% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling