-35.2%
AUR vs MNDY
-49.8%
+14.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.8% |
| 7D | +1.4% | -4.6% | +6.1% | +2.9% |
| 30D | -6.4% | +1.0% | -7.4% | -8.5% |
| 3M | +7.7% | +9.1% | -1.4% | +0.8% |
| 6M | +44.5% | +14.2% | +30.3% | +29.7% |
| YTD | +67.4% | -41.1% | +108.6% | +92.7% |
| 1Y | +15.4% | -54.7% | +70.2% | +47.3% |
| 3Y | +94.8% | -50.6% | +145.4% | +122.0% |
| 5Y | -35.1% | -76.7% | +41.5% | -32.0% |
| All | -35.2% | -49.8% | +14.7% | -32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling