+36.2%
QCOM vs MNDY
-78.2%
+114.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -8.1% | +11.3% | +4.7% |
| 7D | +5.1% | -13.3% | +18.4% | +7.8% |
| 30D | +4.3% | -10.2% | +14.4% | +5.9% |
| 3M | -19.6% | -0.1% | -19.5% | -20.6% |
| 6M | +29.5% | +6.3% | +23.2% | +24.3% |
| YTD | +3.4% | -43.3% | +46.7% | +12.6% |
| 1Y | +10.9% | -56.1% | +67.0% | +26.7% |
| 3Y | +74.8% | -51.1% | +125.9% | +84.8% |
| 5Y | +36.2% | -78.5% | +114.7% | +48.7% |
| All | +36.2% | -78.2% | +114.4% | +48.7% |
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