+13.6%
AFRM vs MNDY
-47.4%
+61.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -6.4% | +3.8% | +1.0% |
| 7D | -7.0% | -9.6% | +2.6% | -1.7% |
| 30D | -7.8% | -0.4% | -7.4% | -8.7% |
| 3M | +5.3% | +4.3% | +1.0% | -0.2% |
| 6M | +42.6% | +19.8% | +22.9% | +21.1% |
| YTD | -2.8% | -38.3% | +35.5% | +17.6% |
| 1Y | -19.3% | -50.1% | +30.8% | +8.1% |
| 3Y | +231.0% | -48.4% | +279.4% | +241.5% |
| 5Y | -22.2% | -76.0% | +53.8% | -1.2% |
| All | +13.6% | -47.4% | +61.0% | +20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling