+208.4%
AGI vs MNDY
-49.4%
+257.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -2.7% | -4.6% | +1.9% | -2.6% |
| 30D | +7.2% | +1.0% | +6.2% | +7.2% |
| 3M | +4.3% | +9.1% | -4.9% | +3.8% |
| 6M | -27.1% | +14.2% | -41.3% | -27.6% |
| YTD | -6.6% | -41.1% | +34.5% | -3.2% |
| 1Y | +9.5% | -54.7% | +64.2% | +15.4% |
| 3Y | +208.4% | -50.6% | +259.0% | +213.3% |
| All | +208.4% | -49.4% | +257.9% | +213.3% |
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 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