+28.9%
SYY vs MNDY
-49.4%
+78.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +1.1% |
| 7D | +3.9% | -4.6% | +8.6% | +3.9% |
| 30D | -1.7% | +1.0% | -2.8% | -1.7% |
| 3M | +5.2% | +9.1% | -3.9% | +5.1% |
| 6M | -0.2% | +14.2% | -14.4% | -0.2% |
| YTD | +15.4% | -41.1% | +56.5% | +15.9% |
| 1Y | +5.6% | -54.7% | +60.3% | +6.5% |
| 3Y | +28.9% | -50.6% | +79.4% | +27.7% |
| All | +28.9% | -49.4% | +78.3% | +27.7% |
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