-54.7%
MNDY vs FIVN
-81.0%
+26.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -1.4% |
| 7D | -14.1% | -9.6% | -4.5% | -8.5% |
| 30D | -8.5% | -11.9% | +3.4% | -0.8% |
| 3M | -2.5% | +40.1% | -42.6% | -21.6% |
| 6M | +0.1% | +68.3% | -68.3% | -29.7% |
| YTD | -45.0% | +51.5% | -96.5% | -59.4% |
| 1Y | -58.1% | +15.1% | -73.2% | -63.8% |
| 3Y | -52.6% | -55.6% | +3.0% | -32.3% |
| 5Y | -79.3% | -82.4% | +3.2% | -42.4% |
| All | -54.7% | -81.0% | +26.4% | +16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling