+338.7%
AEM vs MNDY
-49.4%
+388.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.4% |
| 3M | +27.3% | +9.1% | +18.2% | +27.0% |
| 6M | -9.7% | +14.2% | -23.9% | -9.9% |
| YTD | +19.0% | -41.1% | +60.1% | +22.8% |
| 1Y | +31.5% | -54.7% | +86.2% | +37.6% |
| 3Y | +338.7% | -50.6% | +389.3% | +339.8% |
| All | +338.7% | -49.4% | +388.1% | +339.8% |
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