+147.1%
AMAT vs MNDY
-78.9%
+226.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -4.0% | -3.0% |
| 7D | +11.4% | -11.3% | +22.6% | +13.3% |
| 30D | -17.0% | -10.8% | -6.2% | -16.1% |
| 3M | -30.6% | -17.3% | -13.3% | -29.7% |
| 6M | -14.9% | +15.2% | -30.2% | -21.7% |
| YTD | +44.7% | -47.1% | +91.8% | +56.8% |
| 1Y | +66.9% | -51.4% | +118.3% | +84.4% |
| 3Y | +153.3% | -49.6% | +202.9% | +158.2% |
| All | +147.1% | -78.9% | +226.0% | +174.8% |
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