+55.2%
VALE vs MNDY
-54.1%
+109.3%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.2% |
| 7D | -0.3% | -4.6% | +4.4% | -0.4% |
| 30D | +8.6% | +1.0% | +7.6% | +8.8% |
| 3M | +2.0% | +9.1% | -7.1% | +2.7% |
| 6M | +2.1% | +14.2% | -12.1% | +3.1% |
| YTD | +20.2% | -41.1% | +61.4% | +20.9% |
| 1Y | +55.2% | -54.7% | +109.9% | +57.4% |
| All | +55.2% | -54.1% | +109.3% | +57.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling