+54.5%
ORCL vs MNDY
-55.9%
+110.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.4% | +2.9% | -0.9% |
| 7D | -6.5% | -18.4% | +11.9% | -4.1% |
| 30D | -16.6% | -14.1% | -2.4% | -15.2% |
| 3M | -21.6% | -13.8% | -7.8% | -20.9% |
| 6M | -39.4% | +6.0% | -45.3% | -40.8% |
| YTD | -38.7% | -48.2% | +9.6% | -35.0% |
| 1Y | -50.4% | -54.0% | +3.7% | -46.6% |
| 3Y | +8.1% | -45.5% | +53.6% | +12.5% |
| 5Y | +34.5% | -78.2% | +112.8% | +36.7% |
| All | +54.5% | -55.9% | +110.4% | +71.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling