+112.4%
DE vs MNDY
-53.2%
+165.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.5% | -0.4% |
| 7D | -3.0% | -14.1% | +11.1% | -2.4% |
| 30D | +11.1% | -8.5% | +19.6% | +11.5% |
| 3M | +17.6% | -2.5% | +20.2% | +17.4% |
| 6M | +13.6% | +0.1% | +13.5% | +12.9% |
| YTD | +46.3% | -45.0% | +91.3% | +50.1% |
| 1Y | +44.2% | -58.1% | +102.3% | +50.1% |
| 3Y | +76.6% | -52.6% | +129.2% | +79.5% |
| 5Y | +98.2% | -79.3% | +177.5% | +93.7% |
| All | +112.4% | -53.2% | +165.5% | +122.9% |
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