+169.7%
STT vs MNDY
-50.8%
+220.5%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -0.8% |
| 7D | -1.4% | -12.5% | +11.1% | 0.0% |
| 30D | +2.2% | -2.6% | +4.8% | +2.2% |
| 3M | +18.8% | +4.2% | +14.6% | +17.5% |
| 6M | +57.9% | +9.8% | +48.2% | +54.2% |
| YTD | +51.0% | -42.3% | +93.3% | +57.9% |
| 1Y | +77.1% | -54.5% | +131.7% | +89.8% |
| 3Y | +199.8% | -50.3% | +250.1% | +207.9% |
| 5Y | +156.0% | -77.1% | +233.1% | +142.1% |
| All | +169.7% | -50.8% | +220.5% | +179.2% |
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