+23.0%
SHW vs MNDY
-51.7%
+74.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.1% | +5.8% | -1.5% |
| 7D | -1.2% | -13.3% | +12.1% | +0.1% |
| 30D | -11.6% | -10.2% | -1.4% | -10.9% |
| 3M | +9.1% | -0.1% | +9.2% | +8.7% |
| 6M | -0.7% | +6.3% | -7.0% | -2.1% |
| YTD | +1.4% | -43.3% | +44.7% | +5.5% |
| 1Y | -12.3% | -56.1% | +43.8% | -6.7% |
| 3Y | +23.4% | -51.1% | +74.5% | +25.8% |
| 5Y | +15.0% | -78.5% | +93.5% | +11.2% |
| All | +23.0% | -51.7% | +74.7% | +28.0% |
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