+98.0%
UAL vs MNDY
-47.4%
+145.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.4% | +8.9% | +3.6% |
| 7D | +0.7% | -9.6% | +10.3% | +2.3% |
| 30D | -16.1% | -0.4% | -15.7% | -16.4% |
| 3M | +6.1% | +4.3% | +1.8% | +4.4% |
| 6M | +10.8% | +19.8% | -8.9% | +5.2% |
| YTD | -0.4% | -38.3% | +37.9% | +5.7% |
| 1Y | +5.0% | -50.1% | +55.1% | +15.2% |
| 3Y | +124.0% | -48.4% | +172.4% | +136.0% |
| 5Y | +141.0% | -76.0% | +217.0% | +142.8% |
| All | +98.0% | -47.4% | +145.4% | +95.5% |
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