+61.3%
ULTA vs MNDY
-50.8%
+112.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.0% | -6.2% | -1.8% |
| 7D | -3.9% | -12.5% | +8.6% | -2.3% |
| 30D | -1.1% | -2.6% | +1.6% | -1.0% |
| 3M | +13.8% | +4.2% | +9.5% | +12.6% |
| 6M | -17.2% | +9.8% | -27.0% | -19.3% |
| YTD | -11.5% | -42.3% | +30.8% | -6.8% |
| 1Y | +3.9% | -54.5% | +58.4% | +12.4% |
| 3Y | +29.5% | -50.3% | +79.7% | +32.6% |
| 5Y | +42.9% | -77.1% | +120.0% | +41.9% |
| All | +61.3% | -50.8% | +112.1% | +60.4% |
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