+297.4%
AEM vs MNDY
-77.3%
+374.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.0% | -7.9% | -3.1% |
| 7D | -5.0% | -12.5% | +7.4% | -4.6% |
| 30D | +8.5% | -2.6% | +11.1% | +8.5% |
| 3M | +29.3% | +4.2% | +25.0% | +28.8% |
| 6M | -12.9% | +9.8% | -22.7% | -13.6% |
| YTD | +16.8% | -42.3% | +59.0% | +19.6% |
| 1Y | +29.8% | -54.5% | +84.4% | +34.5% |
| 3Y | +336.7% | -50.3% | +387.0% | +343.3% |
| All | +297.4% | -77.3% | +374.7% | +293.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling