+185.9%
AEIS vs MNDY
-51.7%
+237.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -8.1% | +10.9% | +4.0% |
| 7D | +8.1% | -13.3% | +21.4% | +10.4% |
| 30D | -11.1% | -10.2% | -1.0% | -10.2% |
| 3M | -5.6% | -0.1% | -5.5% | -7.2% |
| 6M | -0.6% | +6.3% | -7.0% | -4.9% |
| YTD | +38.0% | -43.3% | +81.3% | +47.8% |
| 1Y | +87.2% | -56.1% | +143.4% | +110.2% |
| 3Y | +179.7% | -51.1% | +230.8% | +196.7% |
| 5Y | +241.7% | -78.5% | +320.2% | +234.2% |
| All | +185.9% | -51.7% | +237.6% | +182.3% |
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