+2.3%
ALC vs MNDY
-47.4%
+49.7%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.4% | +4.2% | -1.5% |
| 7D | -2.1% | -9.6% | +7.5% | -1.1% |
| 30D | -0.1% | -0.4% | +0.3% | -0.3% |
| 3M | +5.9% | +4.3% | +1.6% | +4.9% |
| 6M | -15.9% | +19.8% | -35.7% | -18.4% |
| YTD | -10.1% | -38.3% | +28.2% | -6.7% |
| 1Y | -10.2% | -50.1% | +39.9% | -5.0% |
| 3Y | -13.6% | -48.4% | +34.9% | -12.6% |
| 5Y | -15.1% | -76.0% | +60.9% | -13.2% |
| All | +2.3% | -47.4% | +49.7% | +5.5% |
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