-7.7%
SRE vs MNDY
-51.7%
+44.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.4% | -6.3% | -2.7% |
| 7D | -2.1% | -1.0% | -1.0% | -2.1% |
| 30D | +6.1% | +17.1% | -11.0% | +6.9% |
| 3M | -3.5% | +3.2% | -6.7% | -3.2% |
| 6M | -10.8% | +25.2% | -36.0% | -9.4% |
| YTD | -4.0% | -34.4% | +30.4% | -5.9% |
| 1Y | -7.7% | -49.8% | +42.1% | -10.0% |
| All | -7.7% | -51.7% | +44.0% | -10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling