+100.0%
SIMO vs MNDY
-53.3%
+153.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.5% |
| 7D | +14.9% | -17.9% | +32.8% | +7.9% |
| 30D | -27.0% | -9.0% | -18.0% | -28.7% |
| 3M | -25.4% | -10.4% | -15.0% | -26.1% |
| 6M | -30.3% | +7.0% | -37.3% | -29.0% |
| YTD | +95.8% | -47.8% | +143.6% | +142.6% |
| 1Y | +100.0% | -51.6% | +151.6% | +152.5% |
| All | +100.0% | -53.3% | +153.3% | +152.5% |
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 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