+156.6%
STT vs MNDY
-76.8%
+233.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | +0.9% |
| 7D | -0.4% | -4.6% | +4.2% | +0.1% |
| 30D | +1.7% | +1.0% | +0.7% | +1.3% |
| 3M | +17.9% | +9.1% | +8.8% | +15.7% |
| 6M | +55.3% | +14.2% | +41.1% | +50.3% |
| YTD | +52.7% | -41.1% | +93.8% | +60.4% |
| 1Y | +75.7% | -54.7% | +130.4% | +90.4% |
| 3Y | +197.9% | -50.6% | +248.5% | +206.0% |
| All | +156.6% | -76.8% | +233.4% | +143.2% |
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 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