+33.5%
NEE vs MNDY
-50.4%
+83.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -0.1% |
| 7D | -1.9% | -12.5% | +10.6% | -2.2% |
| 30D | -3.1% | -2.6% | -0.5% | -3.1% |
| 3M | -2.4% | +4.2% | -6.7% | -2.2% |
| 6M | -8.6% | +9.8% | -18.4% | -8.0% |
| YTD | +4.9% | -42.3% | +47.2% | +5.3% |
| 1Y | +19.4% | -54.5% | +73.9% | +19.8% |
| All | +33.5% | -50.4% | +83.9% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling