+11.3%
NEE vs MNDY
-76.8%
+88.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.2% |
| 7D | -1.3% | -4.6% | +3.3% | -1.2% |
| 30D | -3.3% | +1.0% | -4.4% | -3.5% |
| 3M | -2.3% | +9.1% | -11.4% | -2.8% |
| 6M | -8.9% | +14.2% | -23.1% | -9.8% |
| YTD | +4.8% | -41.1% | +45.9% | +7.0% |
| 1Y | +18.7% | -54.7% | +73.4% | +22.7% |
| 3Y | +33.2% | -50.6% | +83.8% | +32.8% |
| All | +11.3% | -76.8% | +88.2% | +6.4% |
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