+63.7%
SE vs MNDY
-50.1%
+113.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.9% |
| 7D | -0.5% | -11.3% | +10.8% | +1.1% |
| 30D | -20.9% | -10.8% | -10.1% | -20.1% |
| 3M | -38.9% | -17.3% | -21.6% | -37.8% |
| 6M | -19.4% | +15.2% | -34.6% | -23.0% |
| YTD | -40.9% | -47.1% | +6.2% | -35.7% |
| 1Y | -46.2% | -51.4% | +5.2% | -40.5% |
| 3Y | +63.7% | -49.6% | +113.3% | +108.5% |
| All | +63.7% | -50.1% | +113.8% | +108.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling