+22.0%
TMUS vs MNDY
-55.0%
+77.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.9% | -0.7% |
| 7D | +4.9% | -11.3% | +16.2% | +5.4% |
| 30D | +7.7% | -10.8% | +18.5% | +8.2% |
| 3M | -6.8% | -17.3% | +10.5% | -6.2% |
| 6M | -9.7% | +15.2% | -24.9% | -10.6% |
| YTD | -15.0% | -47.1% | +32.2% | -13.1% |
| 1Y | -19.1% | -51.4% | +32.3% | -17.1% |
| 3Y | +21.4% | -49.6% | +71.0% | +21.5% |
| 5Y | +51.2% | -78.6% | +129.7% | +48.1% |
| All | +22.0% | -55.0% | +77.0% | +24.5% |
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 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