+179.9%
USFD vs MNDY
-53.8%
+233.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.1% | +12.2% | +4.0% |
| 7D | +3.9% | -16.1% | +20.0% | +5.7% |
| 30D | +12.8% | -10.2% | +23.0% | +13.9% |
| 3M | +1.0% | -14.2% | +15.1% | +1.9% |
| 6M | +30.3% | +10.9% | +19.4% | +27.1% |
| YTD | +46.0% | -45.8% | +91.8% | +53.0% |
| 1Y | +49.6% | -57.8% | +107.5% | +61.4% |
| 3Y | +166.3% | -41.0% | +207.3% | +165.7% |
| 5Y | +208.4% | -82.0% | +290.4% | +192.8% |
| All | +179.9% | -53.8% | +233.7% | +167.8% |
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