+529.7%
STX vs MNDY
-55.0%
+584.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.2% |
| 7D | +14.6% | -11.3% | +25.9% | +15.8% |
| 30D | -26.0% | -10.8% | -15.1% | -25.4% |
| 3M | -42.6% | -17.3% | -25.3% | -42.2% |
| 6M | -35.3% | +15.2% | -50.5% | -38.4% |
| YTD | +92.5% | -47.1% | +139.6% | +102.7% |
| 1Y | +102.4% | -51.4% | +153.8% | +115.7% |
| 3Y | +673.8% | -49.6% | +723.4% | +690.4% |
| 5Y | +463.1% | -78.6% | +541.6% | +454.6% |
| All | +529.7% | -55.0% | +584.7% | +574.2% |
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