+184.5%
AEIS vs MNDY
-49.8%
+234.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.0% | +3.0% | +4.6% |
| 7D | +2.3% | -4.6% | +6.9% | +2.9% |
| 30D | -14.8% | +1.0% | -15.8% | -15.5% |
| 3M | -15.6% | +9.1% | -24.7% | -18.2% |
| 6M | -8.7% | +14.2% | -22.9% | -13.7% |
| YTD | +37.3% | -41.1% | +78.5% | +46.1% |
| 1Y | +80.3% | -54.7% | +135.1% | +101.5% |
| 3Y | +177.9% | -50.6% | +228.5% | +194.4% |
| 5Y | +235.8% | -76.7% | +312.5% | +226.9% |
| All | +184.5% | -49.8% | +234.3% | +179.2% |
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