-2.3%
CDW vs MNDY
-47.4%
+45.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.4% | +5.4% | -0.1% |
| 7D | +3.2% | -9.6% | +12.7% | +4.6% |
| 30D | +9.3% | -0.4% | +9.7% | +9.1% |
| 3M | +9.8% | +4.3% | +5.5% | +8.7% |
| 6M | +23.3% | +19.8% | +3.6% | +19.6% |
| YTD | +13.7% | -38.3% | +51.9% | +18.8% |
| 1Y | -6.5% | -50.1% | +43.6% | 0.0% |
| 3Y | -25.2% | -48.4% | +23.2% | -22.4% |
| 5Y | -19.5% | -76.0% | +56.5% | -20.7% |
| All | -2.3% | -47.4% | +45.1% | +3.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling