-18.2%
MDT vs MNDY
-76.8%
+58.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.8% |
| 7D | -3.4% | -4.6% | +1.2% | -3.2% |
| 30D | +0.2% | +1.0% | -0.8% | 0.0% |
| 3M | +14.3% | +9.1% | +5.1% | +13.5% |
| 6M | +4.0% | +14.2% | -10.2% | +2.7% |
| YTD | -3.7% | -41.1% | +37.5% | -1.6% |
| 1Y | -0.4% | -54.7% | +54.4% | +3.1% |
| 3Y | +23.3% | -50.6% | +73.9% | +23.9% |
| All | -18.2% | -76.8% | +58.7% | -20.7% |
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 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