+31.0%
YUM vs MNDY
-49.8%
+80.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.0% | -4.1% | -2.2% |
| 7D | -6.1% | -4.6% | -1.4% | -5.8% |
| 30D | -5.8% | +1.0% | -6.9% | -6.0% |
| 3M | -7.6% | +9.1% | -16.7% | -8.3% |
| 6M | -9.1% | +14.2% | -23.4% | -10.3% |
| YTD | -5.5% | -41.1% | +35.6% | -3.4% |
| 1Y | -3.7% | -54.7% | +51.0% | -0.3% |
| 3Y | +17.8% | -50.6% | +68.4% | +18.7% |
| 5Y | +19.3% | -76.7% | +95.9% | +15.9% |
| All | +31.0% | -49.8% | +80.8% | +37.0% |
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 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