+33.3%
ORCL vs MNDY
-52.1%
+85.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -8.1% | +10.5% | +4.1% |
| 7D | +15.0% | -13.3% | +28.3% | +18.3% |
| 30D | +10.5% | -10.2% | +20.7% | +12.5% |
| 3M | -23.0% | -0.1% | -22.9% | -23.9% |
| 6M | +7.0% | +6.3% | +0.7% | +3.8% |
| YTD | -15.8% | -43.3% | +27.5% | -8.4% |
| 1Y | -31.1% | -56.1% | +25.0% | -21.8% |
| 3Y | +33.3% | -51.1% | +84.4% | +51.9% |
| All | +33.3% | -52.1% | +85.4% | +51.9% |
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 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