+66.6%
SO vs MNDY
-50.8%
+117.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.0% | -5.7% | -0.6% |
| 7D | -1.1% | -12.5% | +11.3% | -1.2% |
| 30D | -3.7% | -2.6% | -1.1% | -3.7% |
| 3M | -5.9% | +4.2% | -10.1% | -5.9% |
| 6M | -7.3% | +9.8% | -17.1% | -7.2% |
| YTD | +3.1% | -42.3% | +45.4% | +3.0% |
| 1Y | -1.0% | -54.5% | +53.5% | -1.1% |
| 3Y | +43.2% | -50.3% | +93.5% | +42.6% |
| 5Y | +59.1% | -77.1% | +136.2% | +54.2% |
| All | +66.6% | -50.8% | +117.4% | +70.4% |
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 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