+71.6%
SM vs MNDY
-51.7%
+123.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +3.4% | -18.7% | -15.4% |
| 7D | -21.5% | -1.0% | -20.4% | -21.4% |
| 30D | -11.4% | +17.1% | -28.5% | -12.2% |
| 3M | +0.6% | +3.2% | -2.6% | +0.2% |
| 6M | +0.2% | +25.2% | -24.9% | -2.1% |
| YTD | +69.7% | -34.4% | +104.1% | +69.4% |
| 1Y | +71.6% | -49.8% | +121.3% | +82.0% |
| All | +71.6% | -51.7% | +123.2% | +82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling