+38.1%
DLR vs MNDY
-51.7%
+89.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.1% | +8.7% | +1.4% |
| 7D | +3.4% | -13.3% | +16.7% | +4.9% |
| 30D | -2.2% | -10.2% | +7.9% | -1.4% |
| 3M | +4.7% | -0.1% | +4.8% | +4.1% |
| 6M | +9.0% | +6.3% | +2.7% | +6.8% |
| YTD | +24.1% | -43.3% | +67.4% | +30.1% |
| 1Y | +20.9% | -56.1% | +77.1% | +30.1% |
| 3Y | +60.0% | -51.1% | +111.2% | +64.3% |
| 5Y | +35.3% | -78.5% | +113.8% | +33.8% |
| All | +38.1% | -51.7% | +89.8% | +43.5% |
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 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