+87.2%
SM vs MNDY
-47.4%
+134.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.4% | +3.9% | -1.7% |
| 7D | +0.1% | -9.6% | +9.7% | +1.3% |
| 30D | +26.3% | -0.4% | +26.7% | +25.9% |
| 3M | +8.7% | +4.3% | +4.4% | +7.2% |
| 6M | +51.7% | +19.8% | +31.9% | +46.1% |
| YTD | +99.0% | -38.3% | +137.3% | +107.8% |
| 1Y | +34.6% | -50.1% | +84.7% | +43.8% |
| 3Y | -7.8% | -48.4% | +40.7% | -3.7% |
| 5Y | +104.8% | -76.0% | +180.8% | +118.6% |
| All | +87.2% | -47.4% | +134.6% | +97.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling