+956.6%
ALM vs MNDY
-78.9%
+1,035.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.1% | -4.0% |
| 7D | +3.6% | -14.1% | +17.7% | +4.0% |
| 30D | +33.8% | -8.5% | +42.3% | +33.9% |
| 3M | +14.8% | -2.5% | +17.3% | +14.5% |
| 6M | -7.0% | +0.1% | -7.0% | -7.6% |
| YTD | +108.1% | -45.0% | +153.1% | +113.2% |
| 1Y | +313.8% | -58.1% | +371.9% | +330.5% |
| 3Y | +2,227.6% | -52.6% | +2,280.2% | +2,312.8% |
| 5Y | +956.6% | -79.3% | +1,035.9% | +965.3% |
| All | +956.6% | -78.9% | +1,035.6% | +965.3% |
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