+18.7%
SYY vs MNDY
-53.2%
+71.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.1% | +5.2% | +2.3% |
| 7D | -0.2% | -14.1% | +13.9% | +0.3% |
| 30D | -2.7% | -8.5% | +5.7% | -2.5% |
| 3M | +5.9% | -2.5% | +8.4% | +5.7% |
| 6M | -2.3% | +0.1% | -2.4% | -2.8% |
| YTD | +13.1% | -45.0% | +58.1% | +15.3% |
| 1Y | +3.8% | -58.1% | +61.9% | +7.0% |
| 3Y | +26.7% | -52.6% | +79.4% | +26.7% |
| 5Y | +19.4% | -79.3% | +98.7% | +14.8% |
| All | +18.7% | -53.2% | +71.8% | +18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling