-16.3%
UNH vs MNDY
-49.4%
+33.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.3% | -2.4% |
| 7D | -4.5% | -4.6% | +0.1% | -4.4% |
| 30D | -6.5% | +1.0% | -7.6% | -6.7% |
| 3M | -6.0% | +9.1% | -15.1% | -6.5% |
| 6M | +33.7% | +14.2% | +19.4% | +32.5% |
| YTD | +16.4% | -41.1% | +57.5% | +18.1% |
| 1Y | +10.1% | -54.7% | +64.8% | +12.4% |
| 3Y | -16.3% | -50.6% | +34.3% | -10.5% |
| All | -16.3% | -49.4% | +33.1% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling