+190.1%
SHEL vs MNDY
-53.2%
+243.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.1% | +3.4% | +0.4% |
| 7D | +3.0% | -14.1% | +17.1% | +3.5% |
| 30D | +7.2% | -8.5% | +15.7% | +7.4% |
| 3M | +12.9% | -2.5% | +15.4% | +12.7% |
| 6M | +13.7% | +0.1% | +13.6% | +13.1% |
| YTD | +33.7% | -45.0% | +78.7% | +36.1% |
| 1Y | +37.9% | -58.1% | +96.0% | +41.9% |
| 3Y | +70.2% | -52.6% | +122.9% | +71.8% |
| 5Y | +192.3% | -79.3% | +271.6% | +196.1% |
| All | +190.1% | -53.2% | +243.3% | +196.3% |
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 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