+94.3%
UAL vs MNDY
-55.0%
+149.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.2% | -3.0% | -1.9% |
| 7D | -3.0% | -11.3% | +8.3% | -1.3% |
| 30D | +10.5% | -10.8% | +21.3% | +12.1% |
| 3M | -13.5% | -17.3% | +3.8% | -11.8% |
| 6M | +14.2% | +15.2% | -1.0% | +8.8% |
| YTD | -2.2% | -47.1% | +44.9% | +5.5% |
| 1Y | +12.5% | -51.4% | +63.9% | +23.2% |
| 3Y | +186.8% | -49.6% | +236.4% | +201.7% |
| 5Y | +119.4% | -78.6% | +197.9% | +123.9% |
| All | +94.3% | -55.0% | +149.2% | +95.2% |
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