-28.0%
DHR vs MNDY
-76.8%
+48.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.4% |
| 7D | -3.6% | -4.6% | +1.0% | -3.2% |
| 30D | -2.7% | +1.0% | -3.8% | -3.1% |
| 3M | +10.9% | +9.1% | +1.8% | +9.2% |
| 6M | +3.0% | +14.2% | -11.2% | +0.3% |
| YTD | -12.2% | -41.1% | +28.9% | -8.2% |
| 1Y | +3.3% | -54.7% | +58.0% | +10.9% |
| 3Y | -8.2% | -50.6% | +42.4% | -6.7% |
| All | -28.0% | -76.8% | +48.8% | -31.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling