-35.2%
ALK vs MNDY
-47.4%
+12.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -6.4% | +8.0% | +2.3% |
| 7D | -0.7% | -9.6% | +8.9% | +0.5% |
| 30D | -19.2% | -0.4% | -18.8% | -19.4% |
| 3M | -1.5% | +4.3% | -5.8% | -2.6% |
| 6M | -13.1% | +19.8% | -32.8% | -16.3% |
| YTD | -16.4% | -38.3% | +21.9% | -12.6% |
| 1Y | -33.1% | -50.1% | +17.0% | -28.2% |
| 3Y | +0.6% | -48.4% | +49.1% | +4.1% |
| 5Y | -26.4% | -76.0% | +49.6% | -28.7% |
| All | -35.2% | -47.4% | +12.2% | -37.5% |
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