-16.4%
ALLY vs MNDY
-55.9%
+39.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.2% | -1.6% |
| 7D | -0.7% | -18.4% | +17.7% | +2.3% |
| 30D | +1.1% | -14.1% | +15.3% | +3.2% |
| 3M | -13.2% | -13.8% | +0.6% | -12.0% |
| 6M | -13.5% | +6.0% | -19.4% | -16.0% |
| YTD | -14.3% | -48.2% | +33.9% | -7.7% |
| 1Y | -1.1% | -54.0% | +52.9% | +8.4% |
| 3Y | +62.0% | -45.5% | +107.5% | +66.4% |
| 5Y | -9.6% | -78.2% | +68.6% | -13.2% |
| All | -16.4% | -55.9% | +39.5% | -15.2% |
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