+15.6%
STM vs MNDY
-50.3%
+65.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.8% | +3.4% |
| 7D | +1.4% | -19.8% | +21.2% | +3.0% |
| 30D | -8.4% | -8.4% | 0.0% | -8.3% |
| 3M | -15.8% | -11.2% | -4.6% | -16.0% |
| 6M | -22.8% | +0.9% | -23.8% | -25.1% |
| YTD | +79.4% | -47.4% | +126.7% | +96.2% |
| 1Y | +97.0% | -53.0% | +150.0% | +120.6% |
| All | +15.6% | -50.3% | +65.8% | +13.5% |
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