+151.9%
SMTC vs MNDY
-49.8%
+201.8%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.0% | +3.1% | +4.8% |
| 7D | +13.1% | -4.6% | +17.7% | +13.7% |
| 30D | +19.5% | +1.0% | +18.4% | +17.8% |
| 3M | +2.2% | +9.1% | -6.9% | -1.9% |
| 6M | +94.9% | +14.2% | +80.7% | +82.6% |
| YTD | +127.0% | -41.1% | +168.1% | +141.5% |
| 1Y | +174.6% | -54.7% | +229.3% | +205.6% |
| 3Y | +615.9% | -50.6% | +666.5% | +647.9% |
| 5Y | +125.6% | -76.7% | +202.3% | +127.4% |
| All | +151.9% | -49.8% | +201.8% | +154.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling