-51.5%
MNDY vs FIVN
-80.8%
+29.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.1% |
| 7D | -4.6% | -7.8% | +3.2% | +0.3% |
| 30D | +1.0% | -1.7% | +2.8% | +2.7% |
| 3M | +9.1% | +47.2% | -38.1% | -14.8% |
| 6M | +14.2% | +82.7% | -68.5% | -23.6% |
| YTD | -41.1% | +52.9% | -94.1% | -56.7% |
| 1Y | -54.7% | +17.5% | -72.2% | -61.4% |
| 3Y | -50.6% | -55.8% | +5.3% | -28.9% |
| 5Y | -76.7% | -82.3% | +5.7% | -35.4% |
| All | -51.5% | -80.8% | +29.4% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 10y: compounded portfolio wealth divided by compounded FIVN 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…
10y analysis · Full analysis span regression · 6 months rolling