+20.7%
ALLE vs MNDY
-51.7%
+72.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -8.1% | +7.4% | +0.1% |
| 7D | +2.8% | -13.3% | +16.1% | +4.1% |
| 30D | -7.6% | -10.2% | +2.5% | -6.9% |
| 3M | +22.8% | -0.1% | +22.9% | +22.2% |
| 6M | +4.6% | +6.3% | -1.7% | +2.9% |
| YTD | -1.2% | -43.3% | +42.1% | +3.0% |
| 1Y | -9.1% | -56.1% | +47.0% | -3.1% |
| 3Y | +50.0% | -51.1% | +101.1% | +52.6% |
| 5Y | +15.2% | -78.5% | +93.7% | +11.1% |
| All | +20.7% | -51.7% | +72.4% | +25.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling