-42.8%
ALHC vs MNDY
-47.4%
+4.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.4% | +6.4% | +0.8% |
| 7D | -0.6% | -9.6% | +9.0% | +0.7% |
| 30D | -1.0% | -0.4% | -0.6% | -1.3% |
| 3M | -10.2% | +4.3% | -14.5% | -11.3% |
| 6M | -28.3% | +19.8% | -48.1% | -31.7% |
| YTD | -31.4% | -38.3% | +6.8% | -27.9% |
| 1Y | -16.9% | -50.1% | +33.1% | -10.3% |
| 3Y | +135.5% | -48.4% | +183.9% | +130.3% |
| 5Y | -33.6% | -76.0% | +42.4% | -41.1% |
| All | -42.8% | -47.4% | +4.6% | -46.7% |
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 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