-54.5%
MNDY vs BUD
+33.5%
-88.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +4.9% |
| 7D | -12.5% | -3.2% | -9.3% | -12.9% |
| 30D | -2.6% | -3.7% | +1.0% | -3.5% |
| 3M | +4.2% | -4.4% | +8.7% | +3.3% |
| 6M | +9.8% | +7.7% | +2.0% | +13.6% |
| YTD | -42.3% | +23.1% | -65.3% | -36.7% |
| 1Y | -54.5% | +33.6% | -88.2% | -47.2% |
| All | -54.5% | +33.5% | -88.1% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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