-9.0%
ALLY vs MNDY
-78.9%
+69.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | +0.4% | -11.3% | +11.7% | +2.4% |
| 30D | +5.2% | -10.8% | +16.1% | +7.1% |
| 3M | -13.3% | -17.3% | +4.0% | -11.2% |
| 6M | -6.7% | +15.2% | -21.9% | -11.2% |
| YTD | -12.8% | -47.1% | +34.3% | -5.2% |
| 1Y | +0.7% | -51.4% | +52.1% | +11.3% |
| 3Y | +65.2% | -49.6% | +114.8% | +71.2% |
| All | -9.0% | -78.9% | +69.9% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling