-54.4%
AVTR vs MNDY
-51.7%
-2.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -8.1% | +10.0% | +2.9% |
| 7D | +7.4% | -13.3% | +20.7% | +9.2% |
| 30D | +12.2% | -10.2% | +22.4% | +13.4% |
| 3M | +57.4% | -0.1% | +57.5% | +56.6% |
| 6M | +86.7% | +6.3% | +80.3% | +83.1% |
| YTD | +33.1% | -43.3% | +76.4% | +40.1% |
| 1Y | +16.1% | -56.1% | +72.3% | +25.8% |
| 3Y | -24.6% | -51.1% | +26.5% | -22.7% |
| 5Y | -63.5% | -78.5% | +15.0% | -63.7% |
| All | -54.4% | -51.7% | -2.8% | -54.7% |
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 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