+83.5%
AME vs MNDY
-49.8%
+133.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.0% | +1.3% | +3.1% |
| 7D | +1.7% | -4.6% | +6.4% | +2.0% |
| 30D | -6.4% | +1.0% | -7.5% | -6.7% |
| 3M | +7.1% | +9.1% | -2.0% | +6.0% |
| 6M | +8.2% | +14.2% | -6.1% | +6.2% |
| YTD | +18.2% | -41.1% | +59.3% | +21.9% |
| 1Y | +26.7% | -54.7% | +81.5% | +33.3% |
| 3Y | +60.7% | -50.6% | +111.3% | +64.6% |
| 5Y | +91.6% | -76.7% | +168.2% | +86.1% |
| All | +83.5% | -49.8% | +133.4% | +94.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling