+299.9%
STLD vs MNDY
-55.5%
+355.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.7% |
| 7D | +6.9% | -17.9% | +24.8% | +8.7% |
| 30D | -1.5% | -9.0% | +7.6% | -0.9% |
| 3M | -9.7% | -10.4% | +0.7% | -9.5% |
| 6M | +2.3% | +7.0% | -4.7% | 0.0% |
| YTD | +41.0% | -47.8% | +88.8% | +47.7% |
| 1Y | +51.8% | -51.6% | +103.4% | +60.3% |
| 3Y | +126.4% | -45.0% | +171.4% | +132.6% |
| 5Y | +285.7% | -78.8% | +364.5% | +273.0% |
| All | +299.9% | -55.5% | +355.4% | +356.9% |
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 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