+109.3%
AZO vs MNDY
-49.8%
+159.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.1% | -0.2% |
| 7D | -3.6% | -4.6% | +1.1% | -3.4% |
| 30D | -5.6% | +1.0% | -6.6% | -5.7% |
| 3M | -6.6% | +9.1% | -15.8% | -7.1% |
| 6M | -22.5% | +14.2% | -36.7% | -23.1% |
| YTD | -15.2% | -41.1% | +26.0% | -14.0% |
| 1Y | -33.9% | -54.7% | +20.8% | -32.6% |
| 3Y | +11.8% | -50.6% | +62.4% | +11.7% |
| 5Y | +85.5% | -76.7% | +162.2% | +83.1% |
| All | +109.3% | -49.8% | +159.1% | +119.7% |
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