+16.3%
DBX vs MNDY
-53.2%
+69.4%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +2.9% |
| 7D | +0.3% | -14.1% | +14.4% | +3.3% |
| 30D | 0.0% | -8.5% | +8.5% | +1.7% |
| 3M | +26.1% | -2.5% | +28.6% | +26.3% |
| 6M | +29.4% | +0.1% | +29.3% | +27.9% |
| YTD | +24.4% | -45.0% | +69.5% | +36.5% |
| 1Y | +10.9% | -58.1% | +69.0% | +27.3% |
| 3Y | +24.1% | -52.6% | +76.7% | +30.5% |
| 5Y | +7.8% | -79.3% | +87.0% | +12.0% |
| All | +16.3% | -53.2% | +69.4% | +23.8% |
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 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