+65.9%
SLB vs MNDY
-55.0%
+120.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.2% | +1.4% |
| 7D | +3.5% | -11.3% | +14.8% | +4.0% |
| 30D | +6.5% | -10.8% | +17.3% | +6.9% |
| 3M | -0.2% | -17.3% | +17.0% | +0.3% |
| 6M | -5.7% | +15.2% | -20.9% | -7.0% |
| YTD | +36.8% | -47.1% | +84.0% | +39.7% |
| 1Y | +45.8% | -51.4% | +97.2% | +49.5% |
| 3Y | +3.4% | -49.6% | +53.0% | +5.7% |
| 5Y | +76.1% | -78.6% | +154.7% | +77.4% |
| All | +65.9% | -55.0% | +120.8% | +82.3% |
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