+47.5%
ALLE vs MNDY
-55.5%
+103.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.5% |
| 7D | +1.6% | -17.9% | +19.5% | +3.3% |
| 30D | +24.1% | -9.0% | +33.1% | +25.0% |
| 3M | +14.8% | -10.4% | +25.2% | +15.4% |
| 6M | +45.9% | +7.0% | +38.9% | +43.5% |
| YTD | +20.7% | -47.8% | +68.5% | +26.5% |
| 1Y | +14.2% | -51.6% | +65.8% | +20.5% |
| 3Y | +90.7% | -45.0% | +135.7% | +91.2% |
| 5Y | +50.6% | -78.8% | +129.4% | +46.0% |
| All | +47.5% | -55.5% | +103.0% | +54.4% |
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 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