+74.1%
SYF vs MNDY
-49.8%
+124.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.2% | +0.5% |
| 7D | -4.9% | -4.6% | -0.3% | -4.4% |
| 30D | -4.3% | +1.0% | -5.3% | -4.8% |
| 3M | +5.5% | +9.1% | -3.6% | +3.5% |
| 6M | +17.5% | +14.2% | +3.3% | +13.5% |
| YTD | -7.8% | -41.1% | +33.4% | -2.7% |
| 1Y | +1.6% | -54.7% | +56.4% | +10.8% |
| 3Y | +154.8% | -50.6% | +205.4% | +167.0% |
| 5Y | +79.5% | -76.7% | +156.1% | +74.8% |
| All | +74.1% | -49.8% | +124.0% | +80.7% |
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