+381.4%
SIMO vs MNDY
-53.2%
+434.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.1% | +5.1% | +2.4% |
| 7D | +14.5% | -14.1% | +28.6% | +16.1% |
| 30D | +20.4% | -8.5% | +28.9% | +20.8% |
| 3M | +7.1% | -2.5% | +9.7% | +5.8% |
| 6M | +129.2% | +0.1% | +129.2% | +123.2% |
| YTD | +201.9% | -45.0% | +247.0% | +219.3% |
| 1Y | +235.5% | -58.1% | +293.6% | +268.3% |
| 3Y | +463.8% | -52.6% | +516.5% | +498.1% |
| 5Y | +306.7% | -79.3% | +386.0% | +333.5% |
| All | +381.4% | -53.2% | +434.6% | +418.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling