-16.0%
AMT vs MNDY
-55.0%
+39.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.3% | +0.9% |
| 7D | +1.5% | -11.3% | +12.8% | +2.2% |
| 30D | +6.8% | -10.8% | +17.6% | +7.5% |
| 3M | +11.2% | -17.3% | +28.5% | +12.2% |
| 6M | +12.5% | +15.2% | -2.7% | +11.0% |
| YTD | +12.5% | -47.1% | +59.6% | +15.5% |
| 1Y | +10.1% | -51.4% | +61.5% | +13.6% |
| 3Y | +16.0% | -49.6% | +65.6% | +15.2% |
| 5Y | -17.2% | -78.6% | +61.4% | -18.8% |
| All | -16.0% | -55.0% | +39.0% | -15.0% |
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 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