+103.1%
STT vs MNDY
-78.9%
+182.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.4% | -0.3% |
| 7D | +4.8% | -11.3% | +16.1% | +6.2% |
| 30D | +3.9% | -10.8% | +14.8% | +5.1% |
| 3M | -8.2% | -17.3% | +9.1% | -6.8% |
| 6M | +15.6% | +15.2% | +0.4% | +11.3% |
| YTD | +37.6% | -47.1% | +84.8% | +46.1% |
| 1Y | +50.1% | -51.4% | +101.6% | +61.2% |
| 3Y | +183.1% | -49.6% | +232.7% | +187.7% |
| All | +103.1% | -78.9% | +182.0% | +99.2% |
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