+16.1%
MDLZ vs MNDY
-78.3%
+94.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.1% | +8.7% | +0.7% |
| 7D | 0.0% | -13.3% | +13.3% | +0.2% |
| 30D | -1.6% | -10.2% | +8.6% | -1.4% |
| 3M | +0.9% | -0.1% | +1.0% | +0.8% |
| 6M | +7.3% | +6.3% | +1.0% | +7.2% |
| YTD | +16.4% | -43.3% | +59.7% | +17.4% |
| 1Y | +3.0% | -56.1% | +59.1% | +4.2% |
| 3Y | -3.7% | -51.1% | +47.4% | -4.2% |
| All | +16.1% | -78.3% | +94.4% | +12.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling