+144.9%
SMTC vs MNDY
-51.7%
+196.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -8.1% | +18.1% | +11.3% |
| 7D | +22.9% | -13.3% | +36.2% | +25.4% |
| 30D | +16.6% | -10.2% | +26.8% | +17.5% |
| 3M | +2.4% | -0.1% | +2.5% | -0.1% |
| 6M | +98.3% | +6.3% | +92.0% | +88.3% |
| YTD | +120.7% | -43.3% | +164.0% | +136.3% |
| 1Y | +168.3% | -56.1% | +224.4% | +200.0% |
| 3Y | +571.7% | -51.1% | +622.8% | +602.5% |
| 5Y | +114.0% | -78.5% | +192.5% | +117.0% |
| All | +144.9% | -51.7% | +196.6% | +148.6% |
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