-5.1%
SW vs MNDY
-55.2%
+50.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.4% | -0.9% |
| 7D | -2.6% | -19.8% | +17.2% | -0.7% |
| 30D | +7.2% | -8.4% | +15.6% | +7.9% |
| 3M | -10.5% | -11.2% | +0.8% | -9.9% |
| 6M | +9.9% | +0.9% | +8.9% | +8.9% |
| YTD | +17.2% | -47.4% | +64.6% | +22.1% |
| 1Y | +26.5% | -53.0% | +79.5% | +33.0% |
| 3Y | +47.7% | -44.6% | +92.3% | +52.3% |
| 5Y | +0.2% | -78.7% | +78.9% | +6.9% |
| All | -5.1% | -55.2% | +50.0% | +4.9% |
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