+298.4%
SAN vs MNDY
-78.9%
+377.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.6% | +0.5% |
| 7D | +4.0% | -11.3% | +15.3% | +5.1% |
| 30D | -7.8% | -10.8% | +3.0% | -7.0% |
| 3M | -16.4% | -17.3% | +0.9% | -15.3% |
| 6M | +3.5% | +15.2% | -11.7% | +0.6% |
| YTD | +6.7% | -47.1% | +53.8% | +12.0% |
| 1Y | +14.5% | -51.4% | +65.9% | +21.3% |
| 3Y | +243.5% | -49.6% | +293.1% | +247.2% |
| All | +298.4% | -78.9% | +377.2% | +293.6% |
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