+82.7%
SPG vs MNDY
-78.9%
+161.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.4% |
| 7D | +2.0% | -11.3% | +13.3% | +3.2% |
| 30D | +17.2% | -10.8% | +28.1% | +18.4% |
| 3M | +6.3% | -17.3% | +23.6% | +7.8% |
| 6M | +18.7% | +15.2% | +3.5% | +15.3% |
| YTD | +30.1% | -47.1% | +77.2% | +37.0% |
| 1Y | +32.8% | -51.4% | +84.2% | +41.2% |
| 3Y | +133.6% | -49.6% | +183.2% | +136.9% |
| All | +82.7% | -78.9% | +161.6% | +86.9% |
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