+41.9%
TMUS vs MNDY
-78.9%
+120.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -2.2% |
| 7D | -5.3% | -14.1% | +8.8% | -4.6% |
| 30D | +0.1% | -8.5% | +8.6% | +0.5% |
| 3M | -0.6% | -2.5% | +1.9% | -0.7% |
| 6M | -17.5% | +0.1% | -17.6% | -17.9% |
| YTD | -11.3% | -45.0% | +33.8% | -9.1% |
| 1Y | -25.4% | -58.1% | +32.7% | -22.6% |
| 3Y | +35.5% | -52.6% | +88.1% | +36.1% |
| 5Y | +41.9% | -79.3% | +121.2% | +40.1% |
| All | +41.9% | -78.9% | +120.8% | +40.1% |
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