+27.7%
MTB vs MNDY
-51.7%
+79.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.4% | -2.3% | +1.1% |
| 7D | +2.0% | -1.0% | +3.1% | +2.0% |
| 30D | +2.9% | +17.1% | -14.2% | +2.8% |
| 3M | -10.7% | +3.2% | -13.9% | -10.7% |
| 6M | +6.3% | +25.2% | -18.8% | +6.1% |
| YTD | +13.8% | -34.4% | +48.2% | +16.3% |
| 1Y | +27.7% | -49.8% | +77.5% | +34.4% |
| All | +27.7% | -51.7% | +79.4% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling