-7.8%
SW vs MNDY
-55.0%
+47.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -1.0% |
| 7D | -2.9% | -11.3% | +8.4% | -2.0% |
| 30D | +5.0% | -10.8% | +15.9% | +5.9% |
| 3M | -13.7% | -17.3% | +3.6% | -12.6% |
| 6M | +8.0% | +15.2% | -7.2% | +5.9% |
| YTD | +14.0% | -47.1% | +61.1% | +18.7% |
| 1Y | +25.6% | -51.4% | +77.1% | +31.7% |
| 3Y | +40.1% | -49.6% | +89.7% | +45.4% |
| 5Y | -2.6% | -78.6% | +76.0% | +3.8% |
| All | -7.8% | -55.0% | +47.2% | +1.9% |
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 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