-9.4%
AEM vs MNDY
+4.0%
-13.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.4% | +0.3% |
| 7D | +3.0% | -14.1% | +17.1% | +2.5% |
| 30D | +12.5% | -8.5% | +21.0% | +12.5% |
| 3M | +26.9% | -2.5% | +29.5% | +27.2% |
| 6M | -9.4% | +0.1% | -9.5% | -10.4% |
| All | -9.4% | +4.0% | -13.4% | -10.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling