+10.3%
SONY vs MNDY
-76.8%
+87.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.3% | +1.4% |
| 7D | -2.7% | -4.6% | +2.0% | -2.1% |
| 30D | +1.5% | +1.0% | +0.5% | +1.1% |
| 3M | +13.0% | +9.1% | +3.9% | +11.1% |
| 6M | +11.2% | +14.2% | -3.0% | +8.0% |
| YTD | -6.6% | -41.1% | +34.5% | -2.0% |
| 1Y | -18.1% | -54.7% | +36.6% | -11.5% |
| 3Y | +42.1% | -50.6% | +92.6% | +46.1% |
| All | +10.3% | -76.8% | +87.1% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling