+19.0%
SPGI vs MNDY
-52.1%
+71.1%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -8.1% | +4.9% | -2.1% |
| 7D | -2.5% | -13.3% | +10.8% | -0.6% |
| 30D | +5.4% | -10.2% | +15.6% | +6.7% |
| 3M | +9.0% | -0.1% | +9.1% | +8.4% |
| 6M | +0.8% | +6.3% | -5.5% | -1.1% |
| YTD | -12.6% | -43.3% | +30.7% | -9.0% |
| 1Y | -16.1% | -56.1% | +40.0% | -10.9% |
| 3Y | +19.0% | -51.1% | +70.1% | +24.0% |
| All | +19.0% | -52.1% | +71.1% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling