-32.3%
ORCL vs MNDY
-57.9%
+25.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.1% |
| 7D | +10.9% | -14.1% | +25.0% | +13.5% |
| 30D | +7.0% | -8.5% | +15.5% | +8.2% |
| 3M | -21.2% | -2.5% | -18.6% | -21.3% |
| 6M | +7.4% | +0.1% | +7.3% | +3.4% |
| YTD | -16.3% | -45.0% | +28.8% | -20.2% |
| 1Y | -32.3% | -58.1% | +25.8% | -36.9% |
| All | -32.3% | -57.9% | +25.6% | -36.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling