+108.6%
MTB vs MNDY
-49.4%
+158.0%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.6% | +0.2% |
| 7D | 0.0% | -4.6% | +4.6% | +0.3% |
| 30D | -4.8% | +1.0% | -5.8% | -5.1% |
| 3M | +6.0% | +9.1% | -3.2% | +4.7% |
| 6M | +19.6% | +14.2% | +5.4% | +17.0% |
| YTD | +21.5% | -41.1% | +62.6% | +26.9% |
| 1Y | +24.7% | -54.7% | +79.4% | +33.8% |
| 3Y | +108.6% | -50.6% | +159.1% | +117.0% |
| All | +108.6% | -49.4% | +158.0% | +117.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling