-40.6%
ALB vs MNDY
-55.0%
+14.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.6% |
| 7D | -5.8% | -11.3% | +5.5% | -4.1% |
| 30D | -4.5% | -10.8% | +6.3% | -3.2% |
| 3M | -28.1% | -17.3% | -10.8% | -26.7% |
| 6M | -53.2% | +15.2% | -68.4% | -55.5% |
| YTD | -33.3% | -47.1% | +13.8% | -28.2% |
| 1Y | -17.4% | -51.4% | +34.0% | -9.9% |
| 3Y | -14.1% | -49.6% | +35.5% | -13.6% |
| 5Y | -64.0% | -78.6% | +14.5% | -64.0% |
| All | -40.6% | -55.0% | +14.3% | -37.4% |
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