+10.0%
CDW vs MNDY
-55.0%
+65.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.8% |
| 7D | +9.3% | -11.3% | +20.6% | +11.1% |
| 30D | +14.4% | -10.8% | +25.2% | +16.0% |
| 3M | +21.4% | -17.3% | +38.7% | +24.1% |
| 6M | +72.8% | +15.2% | +57.6% | +68.6% |
| YTD | +28.0% | -47.1% | +75.2% | +36.3% |
| 1Y | +19.3% | -51.4% | +70.8% | +28.4% |
| 3Y | -15.3% | -49.6% | +34.3% | -11.6% |
| 5Y | -3.8% | -78.6% | +74.8% | -3.4% |
| All | +10.0% | -55.0% | +65.0% | +18.1% |
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