+3.6%
AFRM vs MNDY
-55.9%
+59.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.4% | +1.4% | -0.6% |
| 7D | -8.4% | -18.4% | +10.0% | +2.2% |
| 30D | -18.3% | -14.1% | -4.1% | -12.3% |
| 3M | -12.7% | -13.8% | +1.1% | -8.5% |
| 6M | +3.0% | +6.0% | -2.9% | -8.2% |
| YTD | -11.4% | -48.2% | +36.8% | +15.1% |
| 1Y | -13.3% | -54.0% | +40.7% | +20.2% |
| 3Y | +194.0% | -45.5% | +239.5% | +177.8% |
| 5Y | -50.6% | -78.2% | +27.6% | -34.0% |
| All | +3.6% | -55.9% | +59.5% | +17.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling