+19.5%
DBX vs MNDY
-49.8%
+69.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.1% |
| 7D | +2.1% | -4.6% | +6.7% | +3.0% |
| 30D | +5.7% | +1.0% | +4.7% | +5.4% |
| 3M | +31.8% | +9.1% | +22.7% | +29.1% |
| 6M | +37.5% | +14.2% | +23.2% | +32.4% |
| YTD | +27.9% | -41.1% | +69.1% | +38.4% |
| 1Y | +15.0% | -54.7% | +69.8% | +30.1% |
| 3Y | +27.2% | -50.6% | +77.7% | +32.6% |
| 5Y | +12.8% | -76.7% | +89.4% | +15.5% |
| All | +19.5% | -49.8% | +69.4% | +25.6% |
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