+114.7%
SMTC vs MNDY
-77.7%
+192.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +5.0% | -7.9% | -3.8% |
| 7D | +17.5% | -12.5% | +30.0% | +19.9% |
| 30D | +21.3% | -2.6% | +23.9% | +20.3% |
| 3M | +3.1% | +4.2% | -1.1% | -0.5% |
| 6M | +81.7% | +9.8% | +71.9% | +70.6% |
| YTD | +115.9% | -42.3% | +158.2% | +131.9% |
| 1Y | +157.8% | -54.5% | +212.4% | +189.1% |
| 3Y | +557.3% | -50.3% | +607.5% | +583.4% |
| 5Y | +114.7% | -77.1% | +191.8% | +126.0% |
| All | +114.7% | -77.7% | +192.3% | +126.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling