-47.7%
SIRI vs MNDY
-50.8%
+3.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.0% | -3.8% | +0.8% |
| 7D | -3.0% | -12.5% | +9.5% | -1.9% |
| 30D | +1.3% | -2.6% | +3.9% | +1.3% |
| 3M | +5.6% | +4.2% | +1.4% | +4.8% |
| 6M | +35.2% | +9.8% | +25.4% | +32.9% |
| YTD | +49.1% | -42.3% | +91.3% | +54.3% |
| 1Y | +26.8% | -54.5% | +81.3% | +33.7% |
| 3Y | -23.7% | -50.3% | +26.6% | -20.9% |
| 5Y | -41.8% | -77.1% | +35.3% | -41.3% |
| All | -47.7% | -50.8% | +3.1% | -45.9% |
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