-2.4%
AEE vs MNDY
+4.0%
-6.4%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.6% | -0.5% |
| 7D | +1.1% | -14.1% | +15.2% | +0.6% |
| 30D | 0.0% | -8.5% | +8.5% | -0.2% |
| 3M | -0.9% | -2.5% | +1.6% | -1.4% |
| 6M | -2.4% | +0.1% | -2.5% | +1.5% |
| All | -2.4% | +4.0% | -6.4% | +1.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling