+39.3%
ARES vs MNDY
-52.8%
+92.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.4% |
| 7D | -2.7% | -14.1% | +11.4% | +0.7% |
| 30D | -2.4% | -8.5% | +6.1% | -0.7% |
| 3M | +3.9% | -2.5% | +6.5% | +3.6% |
| 6M | +26.4% | +0.1% | +26.3% | +23.6% |
| YTD | -14.9% | -45.0% | +30.1% | -4.9% |
| 1Y | -20.4% | -58.1% | +37.7% | -5.7% |
| All | +39.3% | -52.8% | +92.0% | +62.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling