+3.1%
SM vs MNDY
-50.4%
+53.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.0% | -4.5% | -0.1% |
| 7D | +2.1% | -12.5% | +14.6% | +3.9% |
| 30D | +18.1% | -2.6% | +20.8% | +18.0% |
| 3M | +17.0% | +4.2% | +12.7% | +15.0% |
| 6M | +55.4% | +9.8% | +45.7% | +50.4% |
| YTD | +108.6% | -42.3% | +150.8% | +122.5% |
| 1Y | +45.7% | -54.5% | +100.2% | +61.0% |
| All | +3.1% | -50.4% | +53.5% | +11.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling