+133.6%
SPG vs MNDY
-50.1%
+183.6%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.4% |
| 7D | +2.0% | -11.3% | +13.3% | +2.8% |
| 30D | +17.2% | -10.8% | +28.1% | +18.1% |
| 3M | +6.3% | -17.3% | +23.6% | +7.4% |
| 6M | +18.7% | +15.2% | +3.5% | +16.2% |
| YTD | +30.1% | -47.1% | +77.2% | +36.7% |
| 1Y | +32.8% | -51.4% | +84.2% | +40.7% |
| 3Y | +133.6% | -49.6% | +183.2% | +131.6% |
| All | +133.6% | -50.1% | +183.6% | +131.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling