+11.3%
APD vs MNDY
-49.8%
+61.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.0% | -2.7% | -0.8% |
| 7D | -3.3% | -4.6% | +1.4% | -3.1% |
| 30D | -4.2% | +1.0% | -5.2% | -4.3% |
| 3M | +5.4% | +9.1% | -3.7% | +4.7% |
| 6M | +6.3% | +14.2% | -8.0% | +5.0% |
| YTD | +20.3% | -41.1% | +61.5% | +22.9% |
| 1Y | +1.6% | -54.7% | +56.3% | +5.0% |
| 3Y | +4.0% | -50.6% | +54.6% | +5.4% |
| 5Y | +23.3% | -76.7% | +100.0% | +18.9% |
| All | +11.3% | -49.8% | +61.1% | +13.3% |
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 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