+10.8%
CDW vs MNDY
-55.5%
+66.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | -0.1% |
| 7D | +9.1% | -17.9% | +27.0% | +12.1% |
| 30D | +13.7% | -9.0% | +22.7% | +15.0% |
| 3M | +27.0% | -10.4% | +37.4% | +28.4% |
| 6M | +75.9% | +7.0% | +68.9% | +73.2% |
| YTD | +28.9% | -47.8% | +76.7% | +37.5% |
| 1Y | +19.6% | -51.6% | +71.2% | +28.7% |
| 3Y | -14.6% | -45.0% | +30.4% | -11.8% |
| 5Y | -3.2% | -78.8% | +75.7% | -2.6% |
| All | +10.8% | -55.5% | +66.3% | +19.1% |
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 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