+82.8%
ARES vs MNDY
-78.9%
+161.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.3% | +0.7% |
| 7D | +0.5% | -11.3% | +11.8% | +3.1% |
| 30D | +19.7% | -10.8% | +30.5% | +22.4% |
| 3M | -9.0% | -17.3% | +8.3% | -6.1% |
| 6M | +11.5% | +15.2% | -3.7% | +5.0% |
| YTD | -13.8% | -47.1% | +33.3% | -3.8% |
| 1Y | -5.6% | -51.4% | +45.9% | +7.4% |
| 3Y | +36.1% | -49.6% | +85.7% | +44.7% |
| All | +82.8% | -78.9% | +161.6% | +94.2% |
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