+215.8%
SFM vs MNDY
-78.7%
+294.5%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.9% | -3.8% |
| 7D | -7.2% | -14.1% | +6.9% | -6.5% |
| 30D | -14.3% | -8.5% | -5.8% | -14.0% |
| 3M | -13.7% | -2.5% | -11.2% | -13.9% |
| 6M | -6.0% | +0.1% | -6.1% | -6.6% |
| YTD | -8.2% | -45.0% | +36.8% | -6.1% |
| 1Y | -46.2% | -58.1% | +11.9% | -44.3% |
| 3Y | +83.6% | -52.6% | +136.2% | +88.5% |
| All | +215.8% | -78.7% | +294.5% | +211.2% |
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