+60.9%
AG vs MNDY
-77.3%
+138.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +5.0% | -9.9% | -5.4% |
| 7D | -5.8% | -12.5% | +6.7% | -4.4% |
| 30D | +6.4% | -2.6% | +9.0% | +6.3% |
| 3M | +28.4% | +4.2% | +24.1% | +26.8% |
| 6M | -24.5% | +9.8% | -34.2% | -26.3% |
| YTD | +21.2% | -42.3% | +63.5% | +27.8% |
| 1Y | +114.1% | -54.5% | +168.6% | +131.9% |
| 3Y | +268.0% | -50.3% | +318.3% | +276.1% |
| All | +60.9% | -77.3% | +138.2% | +63.5% |
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