+53.3%
NVS vs MNDY
-49.4%
+102.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.2% |
| 7D | -14.3% | -4.6% | -9.6% | -14.3% |
| 30D | -10.0% | +1.0% | -11.0% | -9.9% |
| 3M | -10.9% | +9.1% | -20.0% | -10.6% |
| 6M | -12.0% | +14.2% | -26.2% | -11.4% |
| YTD | +2.5% | -41.1% | +43.7% | +2.2% |
| 1Y | +10.7% | -54.7% | +65.4% | +10.0% |
| 3Y | +53.3% | -50.6% | +103.9% | +53.1% |
| All | +53.3% | -49.4% | +102.7% | +53.1% |
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 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