+194.7%
SIMO vs MNDY
-55.0%
+249.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -5.7% |
| 7D | +4.1% | -11.3% | +15.4% | +5.0% |
| 30D | -24.0% | -10.8% | -13.1% | -23.7% |
| 3M | -31.8% | -17.3% | -14.5% | -31.6% |
| 6M | -36.9% | +15.2% | -52.1% | -40.4% |
| YTD | +84.8% | -47.1% | +132.0% | +93.7% |
| 1Y | +99.0% | -51.4% | +150.4% | +111.2% |
| 3Y | +217.9% | -49.6% | +267.6% | +231.2% |
| 5Y | +171.5% | -78.6% | +250.0% | +186.7% |
| All | +194.7% | -55.0% | +249.6% | +214.5% |
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 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