+52.1%
TMUS vs MNDY
-78.8%
+130.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | +6.5% | -17.9% | +24.4% | +7.6% |
| 30D | +11.3% | -9.0% | +20.3% | +11.7% |
| 3M | -2.9% | -10.4% | +7.5% | -2.6% |
| 6M | -10.5% | +7.0% | -17.5% | -11.3% |
| YTD | -14.4% | -47.8% | +33.4% | -12.1% |
| 1Y | -17.9% | -51.6% | +33.7% | -15.4% |
| 3Y | +21.9% | -45.0% | +66.9% | +20.7% |
| 5Y | +52.1% | -78.8% | +131.0% | +51.5% |
| All | +52.1% | -78.8% | +130.9% | +51.5% |
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