+164.9%
AEIS vs MNDY
-50.4%
+215.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +5.0% | -9.1% | -4.7% |
| 7D | -0.2% | -12.5% | +12.3% | +1.3% |
| 30D | -16.4% | -2.6% | -13.8% | -16.6% |
| 3M | -11.1% | +4.2% | -15.4% | -12.7% |
| 6M | -12.0% | +9.8% | -21.8% | -15.8% |
| YTD | +30.9% | -42.3% | +73.2% | +44.6% |
| 1Y | +74.3% | -54.5% | +128.9% | +104.0% |
| All | +164.9% | -50.4% | +215.3% | +197.7% |
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