+58.4%
SCHW vs MNDY
-50.8%
+109.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.0% | -4.3% | +0.3% |
| 7D | -2.8% | -12.5% | +9.7% | -1.6% |
| 30D | -0.1% | -2.6% | +2.6% | 0.0% |
| 3M | +20.6% | +4.2% | +16.3% | +19.6% |
| 6M | +15.9% | +9.8% | +6.2% | +13.9% |
| YTD | +8.5% | -42.3% | +50.8% | +12.4% |
| 1Y | +17.8% | -54.5% | +72.4% | +24.4% |
| 3Y | +88.5% | -50.3% | +138.8% | +91.6% |
| 5Y | +60.6% | -77.1% | +137.7% | +55.3% |
| All | +58.4% | -50.8% | +109.2% | +61.1% |
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 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