+220.8%
AFRM vs MNDY
-52.1%
+272.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.1% | +7.8% | +2.2% |
| 7D | +3.1% | -13.3% | +16.4% | +7.6% |
| 30D | -4.2% | -10.2% | +5.9% | -1.4% |
| 3M | +10.1% | -0.1% | +10.2% | +8.5% |
| 6M | +39.4% | +6.3% | +33.1% | +32.7% |
| YTD | -3.2% | -43.3% | +40.1% | +11.8% |
| 1Y | -16.1% | -56.1% | +40.1% | +4.8% |
| 3Y | +220.8% | -51.1% | +271.9% | +269.5% |
| All | +220.8% | -52.1% | +272.9% | +269.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling