+237.4%
SU vs MNDY
-50.8%
+288.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.0% | -5.1% | -0.3% |
| 7D | +1.7% | -12.5% | +14.2% | +2.2% |
| 30D | +9.6% | -2.6% | +12.3% | +9.6% |
| 3M | +11.7% | +4.2% | +7.5% | +11.2% |
| 6M | +21.9% | +9.8% | +12.2% | +20.8% |
| YTD | +58.6% | -42.3% | +100.9% | +61.8% |
| 1Y | +66.5% | -54.5% | +121.1% | +71.6% |
| 3Y | +121.4% | -50.3% | +171.7% | +125.0% |
| 5Y | +355.7% | -77.1% | +432.8% | +350.4% |
| All | +237.4% | -50.8% | +288.2% | +241.9% |
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