-8.6%
CDW vs MNDY
-50.8%
+42.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.0% | -4.8% | -0.6% |
| 7D | -7.4% | -12.5% | +5.1% | -5.6% |
| 30D | +5.8% | -2.6% | +8.5% | +6.1% |
| 3M | +10.8% | +4.2% | +6.6% | +9.7% |
| 6M | +21.5% | +9.8% | +11.7% | +19.2% |
| YTD | +6.4% | -42.3% | +48.6% | +12.3% |
| 1Y | -14.8% | -54.5% | +39.7% | -7.7% |
| 3Y | -29.9% | -50.3% | +20.4% | -26.8% |
| 5Y | -22.9% | -77.1% | +54.2% | -23.2% |
| All | -8.6% | -50.8% | +42.2% | -2.7% |
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