+372.4%
SMH vs MNDY
-53.2%
+425.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.7% |
| 7D | +4.3% | -14.1% | +18.4% | +7.1% |
| 30D | +0.9% | -8.5% | +9.3% | +1.9% |
| 3M | -2.8% | -2.5% | -0.3% | -3.9% |
| 6M | +45.6% | +0.1% | +45.6% | +41.2% |
| YTD | +59.5% | -45.0% | +104.5% | +73.7% |
| 1Y | +93.4% | -58.1% | +151.5% | +121.7% |
| 3Y | +287.1% | -52.6% | +339.7% | +313.3% |
| 5Y | +338.0% | -79.3% | +417.3% | +352.9% |
| All | +372.4% | -53.2% | +425.5% | +384.9% |
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