-29.8%
STZ vs MNDY
-78.9%
+49.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.6% |
| 7D | +2.6% | -11.3% | +13.9% | +3.1% |
| 30D | +15.2% | -10.8% | +26.0% | +15.8% |
| 3M | +7.6% | -17.3% | +24.9% | +8.4% |
| 6M | +5.3% | +15.2% | -9.9% | +4.5% |
| YTD | +8.6% | -47.1% | +55.8% | +11.1% |
| 1Y | +15.6% | -51.4% | +67.0% | +18.7% |
| 3Y | -35.2% | -49.6% | +14.5% | -35.3% |
| All | -29.8% | -78.9% | +49.0% | -30.1% |
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