+8.1%
AG vs MNDY
-49.8%
+58.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.0% | -4.9% | -3.1% |
| 7D | -6.7% | -4.6% | -2.1% | -6.3% |
| 30D | +2.2% | +1.0% | +1.1% | +1.8% |
| 3M | +15.7% | +9.1% | +6.6% | +13.9% |
| 6M | -23.8% | +14.2% | -38.0% | -25.9% |
| YTD | +17.6% | -41.1% | +58.8% | +23.2% |
| 1Y | +88.6% | -54.7% | +143.4% | +103.0% |
| 3Y | +253.4% | -50.6% | +304.0% | +261.8% |
| 5Y | +62.4% | -76.7% | +139.1% | +62.9% |
| All | +8.1% | -49.8% | +58.0% | +6.4% |
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