+73.5%
MSFT vs MNDY
-77.7%
+151.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | -0.7% |
| 7D | -3.5% | -12.5% | +9.0% | -1.3% |
| 30D | -2.1% | -2.6% | +0.6% | -1.9% |
| 3M | +24.2% | +4.2% | +19.9% | +22.2% |
| 6M | +21.9% | +9.8% | +12.1% | +18.1% |
| YTD | +2.5% | -42.3% | +44.8% | +10.0% |
| 1Y | -0.8% | -54.5% | +53.8% | +10.1% |
| 3Y | +50.8% | -50.3% | +101.0% | +55.3% |
| 5Y | +73.5% | -77.1% | +150.6% | +77.1% |
| All | +73.5% | -77.7% | +151.2% | +77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling