-3.8%
ALLY vs MNDY
-47.4%
+43.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.4% | +6.8% | +1.3% |
| 7D | +3.7% | -9.6% | +13.2% | +5.2% |
| 30D | -2.3% | -0.4% | -1.8% | -2.6% |
| 3M | +3.8% | +4.3% | -0.5% | +2.3% |
| 6M | +9.7% | +19.8% | -10.1% | +4.7% |
| YTD | -1.4% | -38.3% | +36.9% | +4.0% |
| 1Y | +8.2% | -50.1% | +58.3% | +17.6% |
| 3Y | +66.5% | -48.4% | +114.9% | +73.2% |
| 5Y | +1.2% | -76.0% | +77.2% | -4.9% |
| All | -3.8% | -47.4% | +43.6% | -4.4% |
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 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