-2.6%
ALLY vs MNDY
-78.9%
+76.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +2.0% | -0.5% |
| 7D | -1.9% | -14.1% | +12.2% | +0.5% |
| 30D | -4.5% | -8.5% | +4.0% | -3.4% |
| 3M | -2.8% | -2.5% | -0.3% | -3.3% |
| 6M | +10.3% | +0.1% | +10.3% | +8.0% |
| YTD | -5.7% | -45.0% | +39.3% | +2.1% |
| 1Y | +3.9% | -58.1% | +62.0% | +17.7% |
| 3Y | +64.7% | -52.6% | +117.3% | +73.5% |
| 5Y | -2.6% | -79.3% | +76.7% | -5.3% |
| All | -2.6% | -78.9% | +76.3% | -5.3% |
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