-22.9%
AMT vs MNDY
-49.8%
+27.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.9% | +2.7% |
| 7D | +1.1% | -4.6% | +5.8% | +1.4% |
| 30D | +4.4% | +1.0% | +3.3% | +4.2% |
| 3M | -5.2% | +9.1% | -14.3% | -5.9% |
| 6M | -0.8% | +14.2% | -15.0% | -2.1% |
| YTD | +3.3% | -41.1% | +44.4% | +5.5% |
| 1Y | -6.0% | -54.7% | +48.7% | -2.7% |
| 3Y | +9.6% | -50.6% | +60.2% | +9.2% |
| 5Y | -29.2% | -76.7% | +47.4% | -31.0% |
| All | -22.9% | -49.8% | +27.0% | -22.3% |
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