-49.1%
MNDY vs SBAC
-34.9%
-14.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.1% | -5.3% | -6.0% |
| 7D | -9.6% | -0.8% | -8.8% | -9.2% |
| 30D | -0.4% | +6.9% | -7.3% | -2.8% |
| 3M | +4.3% | -8.2% | +12.5% | +7.7% |
| 6M | +19.8% | -1.6% | +21.4% | +18.8% |
| YTD | -38.3% | -0.1% | -38.2% | -39.7% |
| 1Y | -50.1% | -0.5% | -49.6% | -51.4% |
| 3Y | -48.4% | -9.1% | -39.4% | -50.3% |
| 5Y | -76.0% | -43.8% | -32.2% | -65.8% |
| All | -49.1% | -34.9% | -14.2% | -16.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling