+84.6%
SLB vs MNDY
-47.4%
+132.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.4% | +6.6% | +0.5% |
| 7D | +0.8% | -9.6% | +10.4% | +1.3% |
| 30D | +15.8% | -0.4% | +16.2% | +15.7% |
| 3M | -0.3% | +4.3% | -4.7% | -0.8% |
| 6M | +21.3% | +19.8% | +1.6% | +19.6% |
| YTD | +52.3% | -38.3% | +90.6% | +54.8% |
| 1Y | +63.6% | -50.1% | +113.7% | +67.9% |
| 3Y | +3.8% | -48.4% | +52.2% | +6.0% |
| 5Y | +128.6% | -76.0% | +204.7% | +131.1% |
| All | +84.6% | -47.4% | +132.0% | +102.0% |
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