+77.7%
SO vs MNDY
-55.0%
+132.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.2% | 0.0% | +1.2% |
| 7D | +1.4% | -11.3% | +12.6% | +1.3% |
| 30D | +4.7% | -10.8% | +15.5% | +4.7% |
| 3M | +1.7% | -17.3% | +19.0% | +1.6% |
| 6M | +2.2% | +15.2% | -13.1% | +2.3% |
| YTD | +10.0% | -47.1% | +57.1% | +9.9% |
| 1Y | +6.0% | -51.4% | +57.5% | +6.0% |
| 3Y | +54.1% | -49.6% | +103.7% | +53.3% |
| 5Y | +79.6% | -78.6% | +158.2% | +74.1% |
| All | +77.7% | -55.0% | +132.6% | +81.8% |
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