-31.2%
AMT vs MNDY
-77.7%
+46.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.0% | -6.4% | -1.7% |
| 7D | -2.7% | -12.5% | +9.8% | -1.9% |
| 30D | +2.0% | -2.6% | +4.7% | +2.1% |
| 3M | -9.3% | +4.2% | -13.5% | -9.8% |
| 6M | -5.2% | +9.8% | -15.0% | -6.3% |
| YTD | +0.5% | -42.3% | +42.7% | +3.0% |
| 1Y | -7.3% | -54.5% | +47.3% | -3.8% |
| 3Y | +6.2% | -50.3% | +56.5% | +5.5% |
| 5Y | -31.2% | -77.1% | +45.9% | -32.7% |
| All | -31.2% | -77.7% | +46.5% | -32.7% |
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