-53.2%
MNDY vs SUI
-19.9%
-33.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -1.5% | -6.6% | -7.3% |
| 7D | -13.3% | -3.1% | -10.2% | -11.7% |
| 30D | -10.2% | -2.3% | -7.8% | -9.0% |
| 3M | -0.1% | -2.8% | +2.7% | +1.7% |
| 6M | +6.3% | -12.4% | +18.7% | +14.1% |
| YTD | -43.3% | -3.3% | -40.0% | -43.0% |
| 1Y | -56.1% | -5.8% | -50.3% | -55.3% |
| 3Y | -51.1% | +12.5% | -63.6% | -58.8% |
| 5Y | -78.5% | -32.9% | -45.6% | -73.4% |
| All | -53.2% | -19.9% | -33.3% | -27.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling