+7.0%
WMT vs MNDY
-50.1%
+57.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.4% | +5.3% | -1.3% |
| 7D | +3.9% | -9.6% | +13.5% | +3.7% |
| 30D | -4.4% | -0.4% | -4.0% | -4.4% |
| 3M | -8.8% | +4.3% | -13.1% | -8.8% |
| 6M | -15.6% | +19.8% | -35.4% | -14.6% |
| YTD | -3.2% | -38.3% | +35.1% | -3.7% |
| 1Y | +7.0% | -50.1% | +57.1% | +6.0% |
| All | +7.0% | -50.1% | +57.1% | +6.0% |
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