-10.6%
PFE vs MNDY
-50.8%
+40.2%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -0.6% |
| 7D | -4.0% | -12.5% | +8.5% | -3.8% |
| 30D | +3.9% | -2.6% | +6.5% | +3.9% |
| 3M | +9.9% | +4.2% | +5.7% | +9.7% |
| 6M | +5.3% | +9.8% | -4.5% | +5.0% |
| YTD | +16.8% | -42.3% | +59.1% | +17.4% |
| 1Y | +20.4% | -54.5% | +75.0% | +21.3% |
| 3Y | -2.1% | -50.3% | +48.2% | -1.8% |
| 5Y | -21.0% | -77.1% | +56.1% | -24.5% |
| All | -10.6% | -50.8% | +40.2% | -9.4% |
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