+182.1%
AMAT vs MNDY
-53.8%
+235.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | -9.1% | +20.5% | +12.8% |
| 7D | -1.1% | -16.1% | +15.0% | +1.4% |
| 30D | -26.9% | -10.2% | -16.8% | -26.3% |
| 3M | -31.2% | -14.2% | -17.0% | -30.8% |
| 6M | -14.7% | +10.9% | -25.6% | -20.1% |
| YTD | +44.7% | -45.8% | +90.5% | +54.8% |
| 1Y | +62.0% | -57.8% | +119.8% | +82.6% |
| 3Y | +165.0% | -41.0% | +206.0% | +163.1% |
| 5Y | +147.1% | -82.0% | +229.1% | +151.7% |
| All | +182.1% | -53.8% | +235.9% | +194.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling