+95.7%
SM vs MNDY
-49.8%
+145.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | +4.6% | -4.6% | +9.2% | +5.1% |
| 30D | +18.2% | +1.0% | +17.2% | +17.6% |
| 3M | +22.5% | +9.1% | +13.4% | +20.0% |
| 6M | +50.6% | +14.2% | +36.3% | +45.7% |
| YTD | +108.1% | -41.1% | +149.3% | +118.3% |
| 1Y | +46.0% | -54.7% | +100.7% | +58.0% |
| 3Y | +2.9% | -50.6% | +53.4% | +7.9% |
| 5Y | +112.6% | -76.7% | +189.2% | +128.1% |
| All | +95.7% | -49.8% | +145.6% | +107.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling