+5.0%
SYK vs MNDY
-77.3%
+82.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.0% | -7.0% | -2.4% |
| 7D | -12.3% | -12.5% | +0.2% | -11.2% |
| 30D | -22.4% | -2.6% | -19.8% | -22.4% |
| 3M | -12.3% | +4.2% | -16.6% | -13.0% |
| 6M | -24.3% | +9.8% | -34.1% | -25.7% |
| YTD | -22.8% | -42.3% | +19.5% | -19.5% |
| 1Y | -28.8% | -54.5% | +25.8% | -24.2% |
| 3Y | -4.0% | -50.3% | +46.3% | -2.3% |
| All | +5.0% | -77.3% | +82.3% | +2.6% |
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