-16.6%
AMRZ vs MNDY
-71.2%
+54.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -9.1% | +11.4% | +2.7% |
| 7D | -1.1% | -16.1% | +15.0% | -0.3% |
| 30D | +18.3% | -10.2% | +28.4% | +18.8% |
| 3M | -8.0% | -14.2% | +6.2% | -7.5% |
| 6M | -18.7% | +10.9% | -29.6% | -19.6% |
| YTD | -19.8% | -45.8% | +26.0% | -16.6% |
| 1Y | -12.3% | -57.8% | +45.5% | -7.0% |
| All | -16.6% | -71.2% | +54.6% | -8.6% |
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