-32.5%
MKC vs MNDY
-76.8%
+44.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.5% | +0.4% |
| 7D | -1.5% | -4.6% | +3.2% | -1.4% |
| 30D | -3.1% | +1.0% | -4.2% | -3.1% |
| 3M | +5.2% | +9.1% | -3.9% | +5.0% |
| 6M | -12.8% | +14.2% | -27.0% | -12.9% |
| YTD | -23.3% | -41.1% | +17.9% | -22.9% |
| 1Y | -24.1% | -54.7% | +30.6% | -23.6% |
| 3Y | -32.1% | -50.6% | +18.5% | -32.1% |
| All | -32.5% | -76.8% | +44.4% | -35.4% |
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 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