-56.9%
AFRM vs MNDY
-79.2%
+22.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +9.0% | +5.2% |
| 7D | -7.5% | -16.1% | +8.5% | +2.2% |
| 30D | -15.7% | -10.2% | -5.5% | -11.6% |
| 3M | -9.6% | -14.2% | +4.6% | -4.8% |
| 6M | +6.3% | +10.9% | -4.6% | -8.9% |
| YTD | -8.6% | -45.8% | +37.2% | +17.6% |
| 1Y | -7.6% | -57.8% | +50.2% | +37.6% |
| 3Y | +173.7% | -41.0% | +214.7% | +131.1% |
| 5Y | -56.9% | -82.0% | +25.1% | -27.9% |
| All | -56.9% | -79.2% | +22.3% | -27.9% |
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