+14.9%
DIA vs MNDY
-51.7%
+66.5%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.3% | +3.0% |
| 7D | +1.6% | -1.0% | +2.6% | +1.6% |
| 30D | +4.1% | +17.1% | -13.0% | +3.6% |
| 3M | -1.0% | +3.2% | -4.2% | -1.3% |
| 6M | +9.7% | +25.2% | -15.5% | +8.7% |
| YTD | +12.2% | -34.4% | +46.6% | +12.8% |
| 1Y | +14.9% | -49.8% | +64.6% | +15.5% |
| All | +14.9% | -51.7% | +66.5% | +15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling