-54.5%
MNDY vs BAM
-12.8%
-41.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.0% | +6.0% | +5.4% |
| 7D | -12.5% | -6.1% | -6.4% | -10.0% |
| 30D | -2.6% | -13.8% | +11.2% | +3.9% |
| 3M | +4.2% | +4.4% | -0.1% | +3.0% |
| 6M | +9.8% | +6.4% | +3.3% | +6.9% |
| YTD | -42.3% | -7.1% | -35.2% | -41.1% |
| 1Y | -54.5% | -11.8% | -42.7% | -53.0% |
| All | -54.5% | -12.8% | -41.7% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling