+17.1%
AG vs MNDY
-53.2%
+70.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.1% | +2.4% |
| 7D | -0.1% | -14.1% | +14.0% | +1.5% |
| 30D | +12.5% | -8.5% | +20.9% | +13.2% |
| 3M | +28.2% | -2.5% | +30.7% | +27.7% |
| 6M | -18.8% | +0.1% | -18.9% | -19.9% |
| YTD | +27.4% | -45.0% | +72.4% | +34.4% |
| 1Y | +132.2% | -58.1% | +190.3% | +152.1% |
| 3Y | +286.9% | -52.6% | +339.5% | +297.8% |
| 5Y | +72.8% | -79.3% | +152.0% | +74.8% |
| All | +17.1% | -53.2% | +70.2% | +16.0% |
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