-14.7%
AMRZ vs MNDY
-67.2%
+52.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.4% | +6.0% | -0.2% |
| 7D | -1.9% | -9.6% | +7.7% | -1.5% |
| 30D | -16.9% | -0.4% | -16.5% | -16.9% |
| 3M | -19.2% | +4.3% | -23.5% | -19.5% |
| 6M | -29.3% | +19.8% | -49.1% | -30.2% |
| YTD | -18.0% | -38.3% | +20.3% | -15.1% |
| 1Y | -15.1% | -50.1% | +35.0% | -11.1% |
| All | -14.7% | -67.2% | +52.5% | -6.9% |
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