+219.4%
SIMO vs MNDY
-55.2%
+274.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.6% | +7.0% | +8.5% |
| 7D | +0.9% | -19.8% | +20.7% | +2.6% |
| 30D | -25.4% | -8.4% | -17.0% | -25.3% |
| 3M | -17.8% | -11.2% | -6.5% | -18.3% |
| 6M | -29.6% | +0.9% | -30.5% | -32.2% |
| YTD | +100.3% | -47.4% | +147.7% | +110.0% |
| 1Y | +100.4% | -53.0% | +153.4% | +113.6% |
| 3Y | +246.1% | -44.6% | +290.7% | +256.3% |
| 5Y | +189.8% | -78.7% | +268.5% | +206.2% |
| All | +219.4% | -55.2% | +274.5% | +241.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling