+22.9%
MDLZ vs MNDY
-55.0%
+77.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.2% | +1.5% |
| 7D | +2.3% | -11.3% | +13.6% | +2.5% |
| 30D | +7.9% | -10.8% | +18.8% | +8.1% |
| 3M | +7.3% | -17.3% | +24.5% | +7.5% |
| 6M | +11.7% | +15.2% | -3.5% | +11.5% |
| YTD | +28.7% | -47.1% | +75.9% | +29.7% |
| 1Y | +22.8% | -51.4% | +74.2% | +23.8% |
| 3Y | +6.6% | -49.6% | +56.2% | +6.1% |
| 5Y | +23.2% | -78.6% | +101.7% | +19.0% |
| All | +22.9% | -55.0% | +77.8% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling