-34.8%
MKC vs MNDY
-53.2%
+18.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | -0.8% |
| 7D | -4.3% | -14.1% | +9.8% | -4.2% |
| 30D | -3.1% | -8.5% | +5.4% | -3.1% |
| 3M | +6.8% | -2.5% | +9.4% | +6.8% |
| 6M | -18.3% | +0.1% | -18.4% | -18.3% |
| YTD | -23.1% | -45.0% | +22.0% | -22.7% |
| 1Y | -23.7% | -58.1% | +34.4% | -23.2% |
| 3Y | -31.0% | -52.6% | +21.6% | -31.0% |
| 5Y | -33.5% | -79.3% | +45.7% | -35.6% |
| All | -34.8% | -53.2% | +18.4% | -34.1% |
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