+31.0%
NEE vs MNDY
-51.7%
+82.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -8.1% | +8.6% | +0.8% |
| 7D | +1.1% | -13.3% | +14.4% | +1.6% |
| 30D | -0.2% | -10.2% | +9.9% | +0.1% |
| 3M | +0.5% | -0.1% | +0.6% | +0.4% |
| 6M | -6.5% | +6.3% | -12.8% | -7.1% |
| YTD | +6.7% | -43.3% | +50.0% | +8.9% |
| 1Y | +23.6% | -56.1% | +79.7% | +27.4% |
| 3Y | +37.1% | -51.1% | +88.3% | +36.8% |
| 5Y | +10.9% | -78.5% | +89.4% | +6.6% |
| All | +31.0% | -51.7% | +82.7% | +32.4% |
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 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