+67.2%
AEP vs MNDY
-76.8%
+144.0%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.1% |
| 7D | -0.9% | -4.6% | +3.7% | -1.0% |
| 30D | -1.1% | +1.0% | -2.1% | -1.0% |
| 3M | -3.3% | +9.1% | -12.4% | -3.2% |
| 6M | -4.6% | +14.2% | -18.9% | -4.5% |
| YTD | +9.4% | -41.1% | +50.6% | +9.6% |
| 1Y | +16.9% | -54.7% | +71.7% | +17.2% |
| 3Y | +76.6% | -50.6% | +127.2% | +76.2% |
| All | +67.2% | -76.8% | +144.0% | +60.1% |
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