+1,077.4%
STX vs MNDY
-78.9%
+1,156.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -1.7% |
| 7D | +9.6% | -14.1% | +23.7% | +11.4% |
| 30D | +10.6% | -8.5% | +19.1% | +11.1% |
| 3M | +4.8% | -2.5% | +7.3% | +3.4% |
| 6M | +137.3% | +0.1% | +137.2% | +130.9% |
| YTD | +222.5% | -45.0% | +267.5% | +243.0% |
| 1Y | +366.2% | -58.1% | +424.3% | +414.0% |
| 3Y | +1,352.9% | -52.6% | +1,405.5% | +1,405.0% |
| 5Y | +1,077.4% | -79.3% | +1,156.7% | +1,102.2% |
| All | +1,077.4% | -78.9% | +1,156.4% | +1,102.2% |
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