-5.3%
PFE vs MNDY
-55.0%
+49.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.2% |
| 7D | -1.7% | -11.3% | +9.6% | -1.5% |
| 30D | +0.3% | -10.8% | +11.2% | +0.5% |
| 3M | +9.4% | -17.3% | +26.6% | +9.7% |
| 6M | +14.9% | +15.2% | -0.3% | +14.5% |
| YTD | +23.8% | -47.1% | +70.9% | +24.6% |
| 1Y | +19.5% | -51.4% | +71.0% | +20.4% |
| 3Y | +21.0% | -49.6% | +70.7% | +21.4% |
| 5Y | -23.9% | -78.6% | +54.7% | -26.9% |
| All | -5.3% | -55.0% | +49.7% | -3.9% |
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 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