+452.3%
SIMO vs MNDY
-52.1%
+504.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -8.1% | +14.3% | +6.9% |
| 7D | +14.6% | -13.3% | +27.9% | +15.9% |
| 30D | +6.2% | -10.2% | +16.4% | +6.8% |
| 3M | +3.6% | -0.1% | +3.7% | +2.2% |
| 6M | +130.8% | +6.3% | +124.5% | +121.8% |
| YTD | +195.8% | -43.3% | +239.1% | +224.6% |
| 1Y | +225.0% | -56.1% | +281.1% | +276.2% |
| 3Y | +452.3% | -51.1% | +503.4% | +533.1% |
| All | +452.3% | -52.1% | +504.4% | +533.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling