+96.2%
SMH vs MNDY
-50.1%
+146.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.4% | +9.0% | +2.3% |
| 7D | +2.5% | -9.6% | +12.1% | +2.1% |
| 30D | -0.5% | -0.4% | -0.1% | -0.3% |
| 3M | -9.6% | +4.3% | -14.0% | -8.2% |
| 6M | +42.1% | +19.8% | +22.3% | +43.7% |
| YTD | +57.4% | -38.3% | +95.7% | +67.2% |
| 1Y | +96.2% | -50.1% | +146.3% | +112.5% |
| All | +96.2% | -50.1% | +146.3% | +112.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling