-9.1%
AMCR vs MNDY
-49.8%
+40.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.5% | -1.7% |
| 7D | -6.3% | -4.6% | -1.6% | -6.1% |
| 30D | -7.8% | +1.0% | -8.8% | -8.0% |
| 3M | +7.5% | +9.1% | -1.6% | +6.8% |
| 6M | +2.7% | +14.2% | -11.5% | +1.4% |
| YTD | +6.0% | -41.1% | +47.2% | +8.4% |
| 1Y | +7.8% | -54.7% | +62.5% | +11.6% |
| 3Y | +5.8% | -50.6% | +56.4% | +6.6% |
| 5Y | -11.6% | -76.7% | +65.0% | -14.5% |
| All | -9.1% | -49.8% | +40.8% | -9.0% |
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 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