Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MNDY vs SPY✓SelectedUSD · SPYMNDY vs SPY performance historyLatest closeAs of-6.43%09/04
Stock and ETF performance explorer

MNDY vs SPY

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-49.1%
SPY return
+95.5%
Excess return
-144.6%
Maximum drawdown
-86.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioSPYExcessAlpha
1D-6.4%-0.4%-6.0%-5.7%
7D-9.6%+0.1%-9.7%-9.7%
30D-0.4%+0.1%-0.5%-0.2%
3M+4.3%+2.0%+2.3%-0.2%
6M+19.8%+13.0%+6.8%-6.8%
YTD-38.3%+13.5%-51.8%-52.4%
1Y-50.1%+20.0%-70.0%-65.8%
3Y-48.4%+77.2%-125.6%-83.8%
5Y-76.0%+81.9%-157.9%-92.1%
All-49.1%+95.5%-144.6%-79.9%

Cumulative growth

Daily Returns

Daily percentage return beside SPY.

Daily Out/Under-Performance

Portfolio return minus SPY return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × SPY 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 SPY 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