+60.2%
SCHD vs MNDY
-76.8%
+137.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.3% |
| 7D | -2.0% | -4.6% | +2.7% | -1.7% |
| 30D | -0.4% | +1.0% | -1.4% | -0.6% |
| 3M | +5.7% | +9.1% | -3.4% | +4.9% |
| 6M | +11.9% | +14.2% | -2.3% | +10.3% |
| YTD | +26.4% | -41.1% | +67.6% | +29.5% |
| 1Y | +27.6% | -54.7% | +82.3% | +32.6% |
| 3Y | +54.9% | -50.6% | +105.5% | +56.8% |
| All | +60.2% | -76.8% | +137.0% | +57.1% |
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