-28.5%
MNDY vs BAM
+88.1%
-116.6%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.2% | -3.7% |
| 7D | -18.4% | +5.0% | -23.4% | -20.7% |
| 30D | -14.1% | +16.6% | -30.7% | -21.5% |
| 3M | -13.8% | +2.2% | -16.0% | -15.1% |
| 6M | +6.0% | +9.7% | -3.7% | -0.3% |
| YTD | -48.2% | +5.2% | -53.5% | -50.6% |
| 1Y | -54.0% | +3.9% | -58.0% | -56.0% |
| 3Y | -45.5% | +91.5% | -137.0% | -60.3% |
| All | -28.5% | +88.1% | -116.6% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling