+309.7%
SN vs MNDY
-55.2%
+364.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.3% | -2.8% |
| 7D | -3.4% | -14.1% | +10.7% | -0.8% |
| 30D | -9.1% | -8.5% | -0.6% | -7.8% |
| 3M | +31.8% | -2.5% | +34.3% | +31.4% |
| 6M | +52.0% | +0.1% | +52.0% | +49.4% |
| YTD | +51.3% | -45.0% | +96.3% | +66.9% |
| 1Y | +46.9% | -58.1% | +105.0% | +70.5% |
| 3Y | +394.9% | -52.6% | +447.6% | +464.1% |
| All | +309.7% | -55.2% | +364.8% | +366.4% |
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