+53.1%
AIG vs MNDY
-76.8%
+130.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.0% | -1.6% | +0.3% |
| 7D | -1.2% | -4.6% | +3.5% | -0.9% |
| 30D | -1.1% | +1.0% | -2.1% | -1.3% |
| 3M | +0.7% | +9.1% | -8.4% | -0.3% |
| 6M | -2.2% | +14.2% | -16.4% | -3.8% |
| YTD | -10.8% | -41.1% | +30.3% | -8.5% |
| 1Y | -2.0% | -54.7% | +52.7% | +2.1% |
| 3Y | +34.8% | -50.6% | +85.4% | +36.4% |
| All | +53.1% | -76.8% | +130.0% | +47.2% |
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