-64.8%
AVTR vs MNDY
-77.7%
+12.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.0% | -5.0% | -0.7% |
| 7D | -2.0% | -12.5% | +10.5% | -0.4% |
| 30D | +8.1% | -2.6% | +10.7% | +8.1% |
| 3M | +54.2% | +4.2% | +49.9% | +52.5% |
| 6M | +82.6% | +9.8% | +72.8% | +78.0% |
| YTD | +29.8% | -42.3% | +72.1% | +37.0% |
| 1Y | +18.0% | -54.5% | +72.5% | +28.2% |
| 3Y | -26.4% | -50.3% | +23.8% | -24.9% |
| 5Y | -64.8% | -77.1% | +12.3% | -63.9% |
| All | -64.8% | -77.7% | +12.8% | -63.9% |
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 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