-66.6%
SE vs MNDY
-78.7%
+12.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.0% |
| 7D | -3.6% | -14.1% | +10.5% | +1.2% |
| 30D | -5.3% | -8.5% | +3.2% | -3.6% |
| 3M | +28.1% | -2.5% | +30.6% | +26.6% |
| 6M | +20.7% | +0.1% | +20.6% | +15.4% |
| YTD | -14.8% | -45.0% | +30.2% | -0.6% |
| 1Y | -43.6% | -58.1% | +14.5% | -28.3% |
| 3Y | +184.2% | -52.6% | +236.8% | +190.6% |
| All | -66.6% | -78.7% | +12.1% | -66.4% |
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