+40.8%
QCOM vs MNDY
-47.4%
+88.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.4% | +6.5% | +1.3% |
| 7D | +3.3% | -9.6% | +12.9% | +5.1% |
| 30D | +7.7% | -0.4% | +8.1% | +7.4% |
| 3M | -30.1% | +4.3% | -34.4% | -31.2% |
| 6M | +22.8% | +19.8% | +3.1% | +16.0% |
| YTD | +0.2% | -38.3% | +38.5% | +6.8% |
| 1Y | +7.9% | -50.1% | +57.9% | +19.0% |
| 3Y | +55.8% | -48.4% | +104.3% | +63.5% |
| 5Y | +30.1% | -76.0% | +106.1% | +32.1% |
| All | +40.8% | -47.4% | +88.2% | +45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling