-23.6%
CDW vs MNDY
-78.9%
+55.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.1% | +1.6% | -1.0% |
| 7D | -4.2% | -14.1% | +9.9% | -1.9% |
| 30D | +4.9% | -8.5% | +13.3% | +6.2% |
| 3M | +7.3% | -2.5% | +9.8% | +7.3% |
| 6M | +19.2% | +0.1% | +19.1% | +18.3% |
| YTD | +6.2% | -45.0% | +51.2% | +13.7% |
| 1Y | -14.0% | -58.1% | +44.1% | -4.8% |
| 3Y | -30.0% | -52.6% | +22.6% | -26.3% |
| 5Y | -23.6% | -79.3% | +55.7% | -21.8% |
| All | -23.6% | -78.9% | +55.3% | -21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling