+168.3%
MTZ vs MNDY
-52.1%
+220.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -8.1% | +11.9% | +4.8% |
| 7D | +3.6% | -13.3% | +16.9% | +5.3% |
| 30D | -9.6% | -10.2% | +0.5% | -8.8% |
| 3M | -31.9% | -0.1% | -31.8% | -32.8% |
| 6M | -13.8% | +6.3% | -20.1% | -17.0% |
| YTD | +13.3% | -43.3% | +56.6% | +24.7% |
| 1Y | +39.3% | -56.1% | +95.4% | +62.1% |
| 3Y | +168.3% | -51.1% | +219.5% | +166.8% |
| All | +168.3% | -52.1% | +220.4% | +166.8% |
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 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