+379.9%
SAN vs MNDY
-76.8%
+456.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.0% | +0.3% | +2.1% |
| 7D | +0.2% | -4.6% | +4.8% | +0.6% |
| 30D | +0.9% | +1.0% | -0.1% | +0.6% |
| 3M | +19.1% | +9.1% | +10.0% | +17.4% |
| 6M | +33.2% | +14.2% | +19.0% | +29.8% |
| YTD | +29.1% | -41.1% | +70.3% | +34.5% |
| 1Y | +50.2% | -54.7% | +105.0% | +60.4% |
| 3Y | +351.0% | -50.6% | +401.6% | +359.6% |
| All | +379.9% | -76.8% | +456.8% | +368.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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