+449.1%
SN vs MNDY
-57.1%
+506.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.5% | -0.1% |
| 7D | +3.5% | -19.8% | +23.3% | +7.4% |
| 30D | +19.4% | -8.4% | +27.8% | +20.9% |
| 3M | +20.9% | -11.2% | +32.2% | +22.3% |
| 6M | +111.1% | +0.9% | +110.2% | +106.5% |
| YTD | +102.8% | -47.4% | +150.2% | +123.9% |
| 1Y | +146.2% | -53.0% | +199.2% | +178.4% |
| 3Y | +441.4% | -44.6% | +486.0% | +501.7% |
| All | +449.1% | -57.1% | +506.2% | +525.5% |
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