+53.4%
AMZN vs MNDY
-51.7%
+105.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.1% | +7.5% | +1.1% |
| 7D | +0.8% | -13.3% | +14.1% | +3.7% |
| 30D | -6.4% | -10.2% | +3.8% | -4.8% |
| 3M | +4.8% | -0.1% | +4.9% | +3.6% |
| 6M | +20.5% | +6.3% | +14.2% | +15.8% |
| YTD | +11.3% | -43.3% | +54.6% | +21.7% |
| 1Y | +9.0% | -56.1% | +65.1% | +25.2% |
| 3Y | +85.9% | -51.1% | +137.0% | +95.5% |
| 5Y | +45.8% | -78.5% | +124.3% | +46.0% |
| All | +53.4% | -51.7% | +105.1% | +51.4% |
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