-60.8%
SE vs MNDY
-49.8%
-11.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.0% | -3.3% | -2.0% |
| 7D | -5.2% | -4.6% | -0.6% | -4.0% |
| 30D | -17.1% | +1.0% | -18.1% | -18.3% |
| 3M | +24.0% | +9.1% | +14.9% | +18.0% |
| 6M | +21.0% | +14.2% | +6.8% | +10.8% |
| YTD | -16.7% | -41.1% | +24.4% | -5.6% |
| 1Y | -45.9% | -54.7% | +8.8% | -33.7% |
| 3Y | +177.8% | -50.6% | +228.4% | +183.3% |
| 5Y | -67.4% | -76.7% | +9.3% | -67.0% |
| All | -60.8% | -49.8% | -11.0% | -66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling