+102.8%
MSFT vs MNDY
-47.4%
+150.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.4% | +4.4% | -1.0% |
| 7D | -2.7% | -9.6% | +6.9% | -1.1% |
| 30D | +2.7% | -0.4% | +3.1% | +2.5% |
| 3M | +17.0% | +4.3% | +12.7% | +15.4% |
| 6M | +23.8% | +19.8% | +4.0% | +18.8% |
| YTD | +4.0% | -38.3% | +42.3% | +9.8% |
| 1Y | -0.8% | -50.1% | +49.3% | +7.5% |
| 3Y | +55.6% | -48.4% | +104.0% | +59.8% |
| 5Y | +72.9% | -76.0% | +148.9% | +70.6% |
| All | +102.8% | -47.4% | +150.2% | +107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling