+1,001.3%
SMCI vs MNDY
-49.8%
+1,051.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +6.8% |
| 7D | +1.3% | -4.6% | +5.9% | +2.3% |
| 30D | +6.6% | +1.0% | +5.6% | +5.5% |
| 3M | +25.4% | +9.1% | +16.3% | +20.0% |
| 6M | +26.1% | +14.2% | +11.9% | +17.7% |
| YTD | +37.0% | -41.1% | +78.1% | +51.4% |
| 1Y | -8.8% | -54.7% | +46.0% | +7.4% |
| 3Y | +44.6% | -50.6% | +95.2% | +64.7% |
| 5Y | +995.9% | -76.7% | +1,072.6% | +1,047.9% |
| All | +1,001.3% | -49.8% | +1,051.2% | +1,112.1% |
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