+977.2%
STX vs MNDY
-51.7%
+1,028.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -8.1% | +14.6% | +7.4% |
| 7D | +10.7% | -13.3% | +24.0% | +12.3% |
| 30D | +11.3% | -10.2% | +21.4% | +12.0% |
| 3M | +3.2% | -0.1% | +3.3% | +1.7% |
| 6M | +157.0% | +6.3% | +150.7% | +148.9% |
| YTD | +229.2% | -43.3% | +272.5% | +246.8% |
| 1Y | +381.8% | -56.1% | +438.0% | +423.0% |
| 3Y | +1,383.2% | -51.1% | +1,434.3% | +1,432.0% |
| 5Y | +1,144.9% | -78.5% | +1,223.4% | +1,126.9% |
| All | +977.2% | -51.7% | +1,028.8% | +1,053.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling