+93.5%
ARES vs MNDY
-77.7%
+171.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.0% | -7.8% | -3.9% |
| 7D | -7.7% | -12.5% | +4.8% | -5.0% |
| 30D | -8.7% | -2.6% | -6.1% | -8.5% |
| 3M | +2.8% | +4.2% | -1.4% | +0.8% |
| 6M | +23.1% | +9.8% | +13.3% | +17.8% |
| YTD | -17.3% | -42.3% | +25.0% | -9.0% |
| 1Y | -24.3% | -54.5% | +30.2% | -12.5% |
| 3Y | +34.9% | -50.3% | +85.2% | +44.7% |
| 5Y | +93.5% | -77.1% | +170.6% | +99.0% |
| All | +93.5% | -77.7% | +171.1% | +99.0% |
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