+729.9%
ALM vs MNDY
-47.4%
+777.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.4% | +4.9% | -1.4% |
| 7D | -2.6% | -9.6% | +7.0% | -2.4% |
| 30D | +32.0% | -0.4% | +32.4% | +32.0% |
| 3M | -15.0% | +4.3% | -19.3% | -15.2% |
| 6M | -10.1% | +19.8% | -29.9% | -11.0% |
| YTD | +99.4% | -38.3% | +137.7% | +102.9% |
| 1Y | +316.4% | -50.1% | +366.4% | +327.5% |
| 3Y | +2,022.0% | -48.4% | +2,070.4% | +2,089.8% |
| 5Y | +941.2% | -76.0% | +1,017.2% | +926.4% |
| All | +729.9% | -47.4% | +777.3% | +778.4% |
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