+110.9%
ORCL vs MNDY
-53.2%
+164.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.1% |
| 7D | +10.9% | -14.1% | +25.0% | +13.1% |
| 30D | +7.0% | -8.5% | +15.5% | +8.0% |
| 3M | -21.2% | -2.5% | -18.6% | -21.5% |
| 6M | +7.4% | +0.1% | +7.3% | +6.3% |
| YTD | -16.3% | -45.0% | +28.8% | -11.2% |
| 1Y | -32.3% | -58.1% | +25.8% | -26.1% |
| 3Y | +32.6% | -52.6% | +85.2% | +40.5% |
| 5Y | +93.1% | -79.3% | +172.4% | +96.2% |
| All | +110.9% | -53.2% | +164.0% | +134.1% |
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 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