+447.8%
SN vs MNDY
-56.9%
+504.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.6% |
| 7D | +1.5% | -11.3% | +12.8% | +3.6% |
| 30D | +21.5% | -10.8% | +32.3% | +23.6% |
| 3M | +20.0% | -17.3% | +37.3% | +23.1% |
| 6M | +119.9% | +15.2% | +104.7% | +109.9% |
| YTD | +102.3% | -47.1% | +149.5% | +123.2% |
| 1Y | +148.0% | -51.4% | +199.4% | +178.6% |
| 3Y | +450.0% | -49.6% | +499.6% | +516.8% |
| All | +447.8% | -56.9% | +504.7% | +523.6% |
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 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