+35.3%
SPGI vs MNDY
-55.0%
+90.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +0.9% |
| 7D | +1.2% | -11.3% | +12.5% | +2.6% |
| 30D | +15.9% | -10.8% | +26.7% | +17.3% |
| 3M | +12.3% | -17.3% | +29.6% | +14.3% |
| 6M | +23.7% | +15.2% | +8.5% | +20.7% |
| YTD | -3.5% | -47.1% | +43.6% | +1.4% |
| 1Y | +0.4% | -51.4% | +51.8% | +6.4% |
| 3Y | +29.9% | -49.6% | +79.5% | +32.4% |
| 5Y | +15.2% | -78.6% | +93.8% | +13.8% |
| All | +35.3% | -55.0% | +90.2% | +43.5% |
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