-45.0%
AFRM vs MNDY
-77.7%
+32.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.0% | -5.2% | -3.2% |
| 7D | -8.5% | -12.5% | +4.0% | -1.4% |
| 30D | -11.4% | -2.6% | -8.7% | -11.1% |
| 3M | +8.2% | +4.2% | +4.0% | +1.7% |
| 6M | +36.6% | +9.8% | +26.9% | +20.4% |
| YTD | -8.7% | -42.3% | +33.6% | +15.8% |
| 1Y | -19.9% | -54.5% | +34.6% | +15.1% |
| 3Y | +202.6% | -50.3% | +252.8% | +207.2% |
| 5Y | -45.0% | -77.1% | +32.1% | -21.7% |
| All | -45.0% | -77.7% | +32.6% | -21.7% |
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 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