+102.8%
SPG vs MNDY
-50.8%
+153.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.0% | -4.9% | -0.4% |
| 7D | -2.2% | -12.5% | +10.3% | -1.1% |
| 30D | -5.8% | -2.6% | -3.1% | -5.7% |
| 3M | -2.8% | +4.2% | -7.0% | -3.6% |
| 6M | +8.9% | +9.8% | -0.9% | +6.8% |
| YTD | +14.3% | -42.3% | +56.6% | +18.9% |
| 1Y | +19.5% | -54.5% | +74.0% | +26.9% |
| 3Y | +106.9% | -50.3% | +157.1% | +111.3% |
| 5Y | +108.7% | -77.1% | +185.8% | +104.2% |
| All | +102.8% | -50.8% | +153.7% | +111.6% |
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