+104.2%
MTB vs MNDY
-76.8%
+181.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.8% |
| 6M | +19.6% | +14.2% | +5.4% | +17.4% |
| YTD | +21.5% | -41.1% | +62.6% | +25.2% |
| 1Y | +24.7% | -54.7% | +79.4% | +31.0% |
| 3Y | +108.6% | -50.6% | +159.1% | +114.0% |
| All | +104.2% | -76.8% | +181.0% | +101.5% |
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