+142.3%
WMT vs MNDY
-50.8%
+193.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.2% |
| 7D | -2.5% | -12.5% | +10.0% | -2.1% |
| 30D | -6.4% | -2.6% | -3.8% | -6.4% |
| 3M | -12.1% | +4.2% | -16.4% | -12.4% |
| 6M | -15.0% | +9.8% | -24.7% | -15.5% |
| YTD | -4.5% | -42.3% | +37.8% | -3.1% |
| 1Y | +6.2% | -54.5% | +60.7% | +8.6% |
| 3Y | +99.9% | -50.3% | +150.1% | +102.8% |
| 5Y | +131.4% | -77.1% | +208.6% | +128.3% |
| All | +142.3% | -50.8% | +193.1% | +149.3% |
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 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