+40.5%
AA vs MNDY
-47.4%
+87.9%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.4% | +4.3% | -1.2% |
| 7D | -0.7% | -9.6% | +8.9% | +0.7% |
| 30D | +5.0% | -0.4% | +5.4% | +4.6% |
| 3M | -35.8% | +4.3% | -40.1% | -36.8% |
| 6M | -18.4% | +19.8% | -38.2% | -22.2% |
| YTD | -5.5% | -38.3% | +32.8% | -0.4% |
| 1Y | +61.0% | -50.1% | +111.0% | +74.6% |
| 3Y | +66.2% | -48.4% | +114.6% | +74.7% |
| 5Y | +11.4% | -76.0% | +87.4% | +10.6% |
| All | +40.5% | -47.4% | +87.9% | +46.9% |
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