-51.1%
MNDY vs BAM
+57.7%
-108.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.4% | -4.7% | -6.0% |
| 7D | -13.3% | -1.6% | -11.7% | -12.3% |
| 30D | -10.2% | -6.0% | -4.2% | -6.5% |
| 3M | -0.1% | +7.3% | -7.4% | -4.5% |
| 6M | +6.3% | +8.2% | -1.9% | +0.4% |
| YTD | -43.3% | -3.8% | -39.5% | -42.8% |
| 1Y | -56.1% | -10.7% | -45.4% | -53.7% |
| 3Y | -51.1% | +55.3% | -106.5% | -60.3% |
| All | -51.1% | +57.7% | -108.8% | -60.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling