+215.5%
AEM vs MNDY
-53.2%
+268.6%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.4% | +0.5% |
| 7D | +3.0% | -14.1% | +17.1% | +3.5% |
| 30D | +12.5% | -8.5% | +21.0% | +12.8% |
| 3M | +26.9% | -2.5% | +29.5% | +26.9% |
| 6M | -9.4% | +0.1% | -9.5% | -9.7% |
| YTD | +20.3% | -45.0% | +65.3% | +22.9% |
| 1Y | +33.8% | -58.1% | +91.9% | +38.2% |
| 3Y | +349.8% | -52.6% | +402.4% | +357.1% |
| 5Y | +301.0% | -79.3% | +380.3% | +294.6% |
| All | +215.5% | -53.2% | +268.6% | +235.8% |
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 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