-53.8%
MNDY vs BUD
+44.4%
-98.3%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.8% |
| 7D | -14.1% | -1.3% | -12.8% | -14.0% |
| 30D | -8.5% | -6.1% | -2.3% | -7.9% |
| 3M | -2.5% | -3.8% | +1.2% | -2.1% |
| 6M | +0.1% | +8.2% | -8.1% | -0.8% |
| YTD | -45.0% | +23.6% | -68.6% | -47.1% |
| 1Y | -58.1% | +33.4% | -91.5% | -60.5% |
| All | -53.8% | +44.4% | -98.3% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling