+94.0%
SM vs MNDY
-51.7%
+145.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -8.1% | +11.7% | +4.6% |
| 7D | -0.2% | -13.3% | +13.2% | +1.5% |
| 30D | +31.5% | -10.2% | +41.7% | +32.7% |
| 3M | +17.3% | -0.1% | +17.4% | +16.3% |
| 6M | +48.5% | +6.3% | +42.2% | +45.1% |
| YTD | +106.3% | -43.3% | +149.6% | +117.5% |
| 1Y | +47.3% | -56.1% | +103.4% | +60.0% |
| 3Y | -1.4% | -51.1% | +49.7% | +3.5% |
| 5Y | +114.0% | -78.5% | +192.5% | +130.7% |
| All | +94.0% | -51.7% | +145.6% | +106.2% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling