+7.5%
ALC vs MNDY
-55.0%
+62.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +1.9% | +3.1% |
| 7D | -1.1% | -11.3% | +10.2% | +0.2% |
| 30D | +16.0% | -10.8% | +26.9% | +17.4% |
| 3M | +0.8% | -17.3% | +18.1% | +2.5% |
| 6M | +16.8% | +15.2% | +1.6% | +14.0% |
| YTD | -5.5% | -47.1% | +41.6% | -0.5% |
| 1Y | -5.3% | -51.4% | +46.2% | +0.6% |
| 3Y | +4.1% | -49.6% | +53.7% | +5.2% |
| 5Y | -7.1% | -78.6% | +71.5% | -4.0% |
| All | +7.5% | -55.0% | +62.5% | +12.4% |
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