+7.0%
AFRM vs MNDY
-53.2%
+60.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.1% | -2.4% | -3.7% |
| 7D | -8.0% | -14.1% | +6.1% | -0.2% |
| 30D | -9.8% | -8.5% | -1.3% | -6.2% |
| 3M | +4.7% | -2.5% | +7.2% | +2.7% |
| 6M | +34.1% | +0.1% | +34.1% | +25.9% |
| YTD | -8.4% | -45.0% | +36.6% | +18.0% |
| 1Y | -22.9% | -58.1% | +35.2% | +14.2% |
| 3Y | +203.3% | -52.6% | +255.9% | +225.8% |
| 5Y | -26.0% | -79.3% | +53.3% | +1.0% |
| All | +7.0% | -53.2% | +60.2% | +20.7% |
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