+236.9%
SU vs MNDY
-49.8%
+286.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.1% | -0.2% |
| 7D | +2.2% | -4.6% | +6.9% | +2.4% |
| 30D | +8.4% | +1.0% | +7.4% | +8.3% |
| 3M | +12.1% | +9.1% | +3.0% | +11.4% |
| 6M | +19.7% | +14.2% | +5.5% | +18.3% |
| YTD | +58.4% | -41.1% | +99.6% | +61.4% |
| 1Y | +67.2% | -54.7% | +122.0% | +72.5% |
| 3Y | +125.0% | -50.6% | +175.6% | +128.8% |
| 5Y | +355.1% | -76.7% | +431.7% | +349.4% |
| All | +236.9% | -49.8% | +286.8% | +241.1% |
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