+113.0%
SM vs MNDY
-77.7%
+190.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.0% | -4.5% | -0.2% |
| 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% | +15.1% |
| 6M | +55.4% | +9.8% | +45.7% | +50.7% |
| YTD | +108.6% | -42.3% | +150.8% | +120.4% |
| 1Y | +45.7% | -54.5% | +100.2% | +58.7% |
| 3Y | -0.3% | -50.3% | +49.9% | +4.6% |
| 5Y | +113.0% | -77.1% | +190.1% | +156.6% |
| All | +113.0% | -77.7% | +190.7% | +156.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling