+4.9%
DG vs MNDY
-52.8%
+57.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | -2.5% |
| 7D | -4.8% | -14.1% | +9.3% | -4.4% |
| 30D | +1.8% | -8.5% | +10.2% | +2.0% |
| 3M | +14.5% | -2.5% | +17.0% | +14.4% |
| 6M | -13.6% | +0.1% | -13.6% | -13.8% |
| YTD | -4.8% | -45.0% | +40.2% | -5.1% |
| 1Y | +21.6% | -58.1% | +79.7% | +21.2% |
| All | +4.9% | -52.8% | +57.7% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling