+80.0%
SLB vs MNDY
-49.8%
+129.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.9% | 0.0% |
| 7D | -2.5% | -4.6% | +2.1% | -2.3% |
| 30D | +7.1% | +1.0% | +6.1% | +7.0% |
| 3M | +0.6% | +9.1% | -8.5% | -0.1% |
| 6M | +17.6% | +14.2% | +3.4% | +16.2% |
| YTD | +48.5% | -41.1% | +89.6% | +51.2% |
| 1Y | +59.4% | -54.7% | +114.1% | +64.3% |
| 3Y | -0.4% | -50.6% | +50.2% | +2.0% |
| 5Y | +133.8% | -76.7% | +210.4% | +137.0% |
| All | +80.0% | -49.8% | +129.8% | +97.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling