+980.0%
SMCI vs MNDY
-76.8%
+1,056.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.0% | +5.3% | +6.7% |
| 7D | +1.3% | -4.6% | +5.9% | +2.4% |
| 30D | +6.6% | +1.0% | +5.6% | +5.3% |
| 3M | +25.4% | +9.1% | +16.3% | +19.4% |
| 6M | +26.1% | +14.2% | +11.9% | +16.8% |
| YTD | +37.0% | -41.1% | +78.1% | +53.1% |
| 1Y | -8.8% | -54.7% | +46.0% | +9.4% |
| 3Y | +44.6% | -50.6% | +95.2% | +65.7% |
| All | +980.0% | -76.8% | +1,056.8% | +1,079.1% |
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 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