+101.5%
MTZ vs MNDY
-47.4%
+148.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.4% | +8.5% | +2.8% |
| 7D | -1.6% | -9.6% | +8.0% | -0.6% |
| 30D | -11.1% | -0.4% | -10.7% | -11.3% |
| 3M | -36.7% | +4.3% | -41.0% | -37.5% |
| 6M | -21.9% | +19.8% | -41.7% | -25.0% |
| YTD | +9.1% | -38.3% | +47.4% | +13.8% |
| 1Y | +30.0% | -50.1% | +80.0% | +38.8% |
| 3Y | +138.5% | -48.4% | +186.9% | +150.5% |
| 5Y | +158.3% | -76.0% | +234.4% | +160.4% |
| All | +101.5% | -47.4% | +148.9% | +121.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling