-36.3%
SFM vs MNDY
-50.8%
+14.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.2% | +0.1% | +1.3% |
| 7D | +6.0% | -11.3% | +17.3% | +6.9% |
| 30D | -19.5% | -10.8% | -8.6% | -18.4% |
| 3M | -37.0% | -17.3% | -19.7% | -36.2% |
| 6M | -41.0% | +15.2% | -56.2% | -40.9% |
| YTD | -34.6% | -47.1% | +12.5% | -34.1% |
| 1Y | -36.3% | -51.4% | +15.2% | -35.6% |
| All | -36.3% | -50.8% | +14.5% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling