+682.6%
ALM vs MNDY
-50.8%
+733.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +5.0% | -14.6% | -9.7% |
| 7D | -7.1% | -12.5% | +5.4% | -6.9% |
| 30D | +24.7% | -2.6% | +27.3% | +24.6% |
| 3M | +8.3% | +4.2% | +4.1% | +8.0% |
| 6M | -22.2% | +9.8% | -31.9% | -22.8% |
| YTD | +88.1% | -42.3% | +130.4% | +91.5% |
| 1Y | +272.4% | -54.5% | +326.9% | +283.1% |
| 3Y | +2,004.1% | -50.3% | +2,054.4% | +2,071.8% |
| 5Y | +915.8% | -77.1% | +992.9% | +903.3% |
| All | +682.6% | -50.8% | +733.4% | +729.1% |
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