+264.1%
AG vs MNDY
-50.4%
+314.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.0% | -9.9% | -5.3% |
| 7D | -5.8% | -12.5% | +6.7% | -4.8% |
| 30D | +6.4% | -2.6% | +9.0% | +6.4% |
| 3M | +28.4% | +4.2% | +24.1% | +27.2% |
| 6M | -24.5% | +9.8% | -34.2% | -25.8% |
| YTD | +21.2% | -42.3% | +63.5% | +28.8% |
| 1Y | +114.1% | -54.5% | +168.6% | +133.9% |
| All | +264.1% | -50.4% | +314.5% | +248.4% |
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 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