-35.7%
ALK vs MNDY
-53.8%
+18.1%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -9.1% | +16.2% | +8.2% |
| 7D | +8.9% | -16.1% | +25.0% | +11.1% |
| 30D | +5.9% | -10.2% | +16.1% | +7.1% |
| 3M | -16.5% | -14.2% | -2.4% | -15.6% |
| 6M | +2.1% | +10.9% | -8.8% | -0.9% |
| YTD | -17.1% | -45.8% | +28.7% | -12.4% |
| 1Y | -2.9% | -57.8% | +55.0% | +6.2% |
| 3Y | +24.5% | -41.0% | +65.5% | +26.1% |
| 5Y | -29.1% | -82.0% | +52.9% | -31.3% |
| All | -35.7% | -53.8% | +18.1% | -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 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