+926.6%
SMCI vs MNDY
-50.8%
+977.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +5.0% | -9.0% | -5.2% |
| 7D | -1.3% | -12.5% | +11.2% | +1.7% |
| 30D | +18.3% | -2.6% | +20.9% | +18.0% |
| 3M | +27.7% | +4.2% | +23.5% | +23.6% |
| 6M | +17.6% | +9.8% | +7.8% | +10.9% |
| YTD | +27.7% | -42.3% | +70.0% | +41.8% |
| 1Y | -14.9% | -54.5% | +39.7% | 0.0% |
| 3Y | +33.2% | -50.3% | +83.4% | +51.7% |
| 5Y | +921.6% | -77.1% | +998.7% | +975.0% |
| All | +926.6% | -50.8% | +977.5% | +1,035.1% |
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