+7.3%
AON vs MNDY
-76.8%
+84.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.0% | -3.6% | -1.8% |
| 7D | -6.3% | -4.6% | -1.7% | -6.0% |
| 30D | -14.1% | +1.0% | -15.1% | -14.3% |
| 3M | -9.5% | +9.1% | -18.6% | -10.5% |
| 6M | -4.0% | +14.2% | -18.2% | -5.8% |
| YTD | -13.8% | -41.1% | +27.3% | -11.6% |
| 1Y | -18.3% | -54.7% | +36.4% | -14.9% |
| 3Y | -7.2% | -50.6% | +43.4% | -6.6% |
| All | +7.3% | -76.8% | +84.1% | +5.0% |
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 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