-11.1%
SMR vs MNDY
+4.0%
-15.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.2% | -3.2% |
| 7D | +13.1% | -14.1% | +27.2% | +13.9% |
| 30D | +17.8% | -8.5% | +26.2% | +17.9% |
| 3M | +8.1% | -2.5% | +10.6% | +9.0% |
| 6M | -11.1% | +0.1% | -11.2% | -5.5% |
| All | -11.1% | +4.0% | -15.1% | -5.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling