-34.2%
DG vs MNDY
-49.8%
+15.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.0% | -0.7% | +1.2% |
| 7D | -6.5% | -4.6% | -1.8% | -6.3% |
| 30D | +4.2% | +1.0% | +3.1% | +4.0% |
| 3M | +9.5% | +9.1% | +0.4% | +9.0% |
| 6M | -13.1% | +14.2% | -27.4% | -13.9% |
| YTD | -4.8% | -41.1% | +36.3% | -3.7% |
| 1Y | +20.6% | -54.7% | +75.3% | +22.9% |
| 3Y | +4.9% | -50.6% | +55.5% | +4.2% |
| 5Y | -37.9% | -76.7% | +38.8% | -41.2% |
| All | -34.2% | -49.8% | +15.6% | -35.2% |
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