+72.5%
SMR vs MNDY
-50.4%
+122.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +5.0% | -10.6% | -7.4% |
| 7D | +4.7% | -12.5% | +17.2% | +9.3% |
| 30D | +3.2% | -2.6% | +5.9% | +2.8% |
| 3M | +9.9% | +4.2% | +5.7% | +4.1% |
| 6M | -15.1% | +9.8% | -24.9% | -23.2% |
| YTD | -27.9% | -42.3% | +14.3% | -14.0% |
| 1Y | -70.2% | -54.5% | -15.7% | -59.7% |
| All | +72.5% | -50.4% | +122.9% | +96.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling