-51.5%
MNDY vs SBAC
-36.2%
-15.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.3% | +1.1% |
| 7D | -4.6% | -2.1% | -2.5% | -3.9% |
| 30D | +1.0% | +2.0% | -1.0% | +0.4% |
| 3M | +9.1% | -8.3% | +17.4% | +12.7% |
| 6M | +14.2% | +0.3% | +13.9% | +12.1% |
| YTD | -41.1% | -2.2% | -38.9% | -42.0% |
| 1Y | -54.7% | -4.6% | -50.1% | -55.0% |
| 3Y | -50.6% | -8.3% | -42.3% | -53.1% |
| 5Y | -76.7% | -42.8% | -33.8% | -66.9% |
| All | -51.5% | -36.2% | -15.2% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 10y: compounded portfolio wealth divided by compounded SBAC 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…
10y analysis · Full analysis span regression · 6 months rolling