+9.0%
MSFT vs MNDY
-51.7%
+60.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +3.4% | +3.3% | +6.1% |
| 7D | +4.7% | -1.0% | +5.7% | +4.8% |
| 30D | +5.8% | +17.1% | -11.3% | +2.5% |
| 3M | +13.0% | +3.2% | +9.8% | +11.4% |
| 6M | +34.9% | +25.2% | +9.7% | +26.9% |
| YTD | +15.7% | -34.4% | +50.1% | +15.2% |
| 1Y | +9.0% | -49.8% | +58.7% | +6.0% |
| All | +9.0% | -51.7% | +60.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 1y: compounded portfolio wealth divided by compounded MNDY 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…
1y analysis · Full analysis span regression · 6 months rolling