-4.6%
MDLZ vs MNDY
-52.8%
+48.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.1% | +4.3% | +1.3% |
| 7D | 0.0% | -14.1% | +14.1% | -0.2% |
| 30D | +1.4% | -8.5% | +9.9% | +1.4% |
| 3M | 0.0% | -2.5% | +2.6% | 0.0% |
| 6M | +9.1% | +0.1% | +9.1% | +9.5% |
| YTD | +17.9% | -45.0% | +63.0% | +17.5% |
| 1Y | +3.2% | -58.1% | +61.3% | +2.7% |
| All | -4.6% | -52.8% | +48.2% | -8.4% |
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