-79.3%
MNDY vs BUD
+44.7%
-124.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.3% |
| 7D | -14.1% | -1.3% | -12.8% | -13.7% |
| 30D | -8.5% | -6.1% | -2.3% | -6.3% |
| 3M | -2.5% | -3.8% | +1.2% | -1.2% |
| 6M | +0.1% | +8.2% | -8.1% | -3.5% |
| YTD | -45.0% | +23.6% | -68.6% | -50.4% |
| 1Y | -58.1% | +33.4% | -91.5% | -63.6% |
| 3Y | -52.6% | +45.3% | -97.9% | -62.1% |
| 5Y | -79.3% | +44.3% | -123.5% | -83.7% |
| All | -79.3% | +44.7% | -124.0% | -83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling