+49.3%
SW vs MNDY
-29.6%
+78.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.1% |
| 7D | +4.7% | -1.0% | +5.6% | +4.8% |
| 30D | +5.0% | +11.3% | -6.3% | +3.4% |
| 3M | -7.3% | +2.6% | -9.9% | -8.2% |
| 6M | +15.0% | +23.6% | -8.6% | +10.6% |
| YTD | +18.5% | -36.4% | +54.9% | +24.2% |
| 1Y | +27.1% | -51.2% | +78.3% | +38.2% |
| All | +49.3% | -29.6% | +78.9% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling