+344.2%
SIMO vs MNDY
-47.4%
+391.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -6.4% | +15.1% | +9.4% |
| 7D | +4.2% | -9.6% | +13.8% | +5.2% |
| 30D | +4.1% | -0.4% | +4.5% | +3.6% |
| 3M | -12.9% | +4.3% | -17.2% | -14.3% |
| 6M | +110.3% | +19.8% | +90.6% | +100.7% |
| YTD | +178.6% | -38.3% | +216.9% | +191.4% |
| 1Y | +220.0% | -50.1% | +270.1% | +244.3% |
| 3Y | +409.0% | -48.4% | +457.5% | +436.0% |
| 5Y | +277.3% | -76.0% | +353.3% | +297.9% |
| All | +344.2% | -47.4% | +391.6% | +373.1% |
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 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