-25.1%
ALHC vs MNDY
-78.2%
+53.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.1% | +7.5% | +0.6% |
| 7D | -1.0% | -13.3% | +12.3% | +1.1% |
| 30D | -6.3% | -10.2% | +3.8% | -5.2% |
| 3M | -12.3% | -0.1% | -12.2% | -13.1% |
| 6M | -27.0% | +6.3% | -33.3% | -29.7% |
| YTD | -31.8% | -43.3% | +11.4% | -26.9% |
| 1Y | -17.0% | -56.1% | +39.1% | -7.4% |
| 3Y | +159.8% | -51.1% | +211.0% | +152.3% |
| 5Y | -25.1% | -78.5% | +53.4% | -29.7% |
| All | -25.1% | -78.2% | +53.1% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling