+40.9%
VALE vs MNDY
-76.8%
+117.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.3% | -0.4% |
| 7D | -0.3% | -4.6% | +4.4% | 0.0% |
| 30D | +8.6% | +1.0% | +7.6% | +8.4% |
| 3M | +2.0% | +9.1% | -7.1% | +1.1% |
| 6M | +2.1% | +14.2% | -12.1% | +0.6% |
| YTD | +20.2% | -41.1% | +61.4% | +23.3% |
| 1Y | +55.2% | -54.7% | +109.9% | +61.8% |
| 3Y | +45.9% | -50.6% | +96.5% | +48.2% |
| All | +40.9% | -76.8% | +117.8% | +37.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling