+359.8%
SIMO vs MNDY
-50.8%
+410.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.0% | -9.5% | -5.0% |
| 7D | +12.5% | -12.5% | +25.0% | +13.9% |
| 30D | +18.4% | -2.6% | +21.0% | +18.0% |
| 3M | +5.6% | +4.2% | +1.4% | +3.5% |
| 6M | +116.9% | +9.8% | +107.2% | +108.8% |
| YTD | +188.4% | -42.3% | +230.7% | +203.4% |
| 1Y | +221.3% | -54.5% | +275.8% | +249.1% |
| 3Y | +438.6% | -50.3% | +488.8% | +468.2% |
| 5Y | +287.9% | -77.1% | +365.0% | +311.4% |
| All | +359.8% | -50.8% | +410.6% | +392.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling