+35.5%
ORCL vs MNDY
-79.2%
+114.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -9.1% | +12.3% | +4.5% |
| 7D | +0.5% | -16.1% | +16.6% | +3.0% |
| 30D | -15.3% | -10.2% | -5.1% | -14.3% |
| 3M | -18.2% | -14.2% | -4.0% | -17.3% |
| 6M | -38.4% | +10.9% | -49.3% | -40.5% |
| YTD | -37.7% | -45.8% | +8.1% | -33.8% |
| 1Y | -49.3% | -57.8% | +8.6% | -44.2% |
| 3Y | +10.6% | -41.0% | +51.7% | +13.8% |
| 5Y | +35.5% | -82.0% | +117.5% | +41.9% |
| All | +35.5% | -79.2% | +114.7% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling