+244.6%
SIMO vs MNDY
-50.3%
+294.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.6% | +7.0% | +8.6% |
| 7D | +0.9% | -19.8% | +20.7% | +1.5% |
| 30D | -25.4% | -8.4% | -17.0% | -25.6% |
| 3M | -17.8% | -11.2% | -6.5% | -18.6% |
| 6M | -29.6% | +0.9% | -30.5% | -32.7% |
| YTD | +100.3% | -47.4% | +147.7% | +118.8% |
| 1Y | +100.4% | -53.0% | +153.4% | +124.8% |
| All | +244.6% | -50.3% | +294.9% | +281.1% |
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