+86.8%
SCHW vs MNDY
-49.4%
+136.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.0% | -0.3% |
| 7D | -1.9% | -4.6% | +2.8% | -1.5% |
| 30D | -1.6% | +1.0% | -2.7% | -1.9% |
| 3M | +21.3% | +9.1% | +12.1% | +19.7% |
| 6M | +16.5% | +14.2% | +2.3% | +14.0% |
| YTD | +8.4% | -41.1% | +49.6% | +12.0% |
| 1Y | +15.6% | -54.7% | +70.4% | +22.0% |
| 3Y | +86.8% | -50.6% | +137.4% | +95.3% |
| All | +86.8% | -49.4% | +136.3% | +95.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling