-77.1%
MNDY vs SBAC
-45.4%
-31.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.8% | +7.9% | +6.1% |
| 7D | -12.5% | -5.3% | -7.2% | -10.6% |
| 30D | -2.6% | +0.4% | -3.0% | -2.7% |
| 3M | +4.2% | -11.9% | +16.1% | +9.3% |
| 6M | +9.8% | -4.5% | +14.2% | +10.0% |
| YTD | -42.3% | -4.3% | -37.9% | -42.7% |
| 1Y | -54.5% | -3.9% | -50.7% | -55.1% |
| 3Y | -50.3% | -11.0% | -39.2% | -52.1% |
| 5Y | -77.1% | -44.1% | -33.0% | -66.5% |
| All | -77.1% | -45.4% | -31.7% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling