+104.2%
MTZ vs MNDY
-49.8%
+154.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.0% | +1.6% | +3.3% |
| 7D | +1.4% | -4.6% | +6.0% | +1.8% |
| 30D | -14.5% | +1.0% | -15.5% | -14.9% |
| 3M | -32.9% | +9.1% | -42.1% | -34.2% |
| 6M | -20.8% | +14.2% | -35.1% | -23.6% |
| YTD | +10.6% | -41.1% | +51.7% | +15.8% |
| 1Y | +27.1% | -54.7% | +81.8% | +37.4% |
| 3Y | +166.1% | -50.6% | +216.7% | +180.6% |
| 5Y | +170.7% | -76.7% | +247.3% | +174.3% |
| All | +104.2% | -49.8% | +154.1% | +125.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling