+212.0%
AEM vs MNDY
-49.8%
+261.9%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.8% |
| 7D | -2.1% | -4.6% | +2.5% | -2.0% |
| 30D | +8.4% | +1.0% | +7.4% | +8.3% |
| 3M | +27.3% | +9.1% | +18.2% | +26.7% |
| 6M | -9.7% | +14.2% | -23.9% | -10.3% |
| YTD | +19.0% | -41.1% | +60.1% | +21.3% |
| 1Y | +31.5% | -54.7% | +86.2% | +35.4% |
| 3Y | +338.7% | -50.6% | +389.3% | +345.3% |
| 5Y | +307.4% | -76.7% | +384.1% | +301.1% |
| All | +212.0% | -49.8% | +261.9% | +231.4% |
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