+135.9%
WMT vs MNDY
-76.8%
+212.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.6% | +1.3% |
| 7D | 0.0% | -4.6% | +4.7% | +0.2% |
| 30D | -7.4% | +1.0% | -8.5% | -7.5% |
| 3M | -10.9% | +9.1% | -20.0% | -11.3% |
| 6M | -12.7% | +14.2% | -26.9% | -13.4% |
| YTD | -3.2% | -41.1% | +37.9% | -1.6% |
| 1Y | +5.3% | -54.7% | +60.0% | +8.1% |
| 3Y | +101.9% | -50.6% | +152.4% | +105.0% |
| All | +135.9% | -76.8% | +212.7% | +131.8% |
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 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