-54.7%
MNDY vs SUI
-21.0%
-33.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.3% |
| 7D | -14.1% | -4.3% | -9.8% | -11.9% |
| 30D | -8.5% | -2.1% | -6.3% | -7.4% |
| 3M | -2.5% | -6.1% | +3.6% | +1.2% |
| 6M | +0.1% | -12.8% | +12.8% | +7.7% |
| YTD | -45.0% | -4.6% | -40.4% | -44.3% |
| 1Y | -58.1% | -7.7% | -50.4% | -56.8% |
| 3Y | -52.6% | +10.9% | -63.6% | -59.8% |
| 5Y | -79.3% | -32.4% | -46.9% | -73.7% |
| All | -54.7% | -21.0% | -33.6% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SUI 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling