+32.4%
DLTR vs MNDY
-76.8%
+109.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.6% |
| 7D | -10.1% | -4.6% | -5.4% | -9.7% |
| 30D | -8.1% | +1.0% | -9.2% | -8.4% |
| 3M | +2.9% | +9.1% | -6.3% | +1.7% |
| 6M | +4.3% | +14.2% | -9.9% | +2.2% |
| YTD | -3.9% | -41.1% | +37.2% | -0.9% |
| 1Y | +18.9% | -54.7% | +73.6% | +25.0% |
| 3Y | +1.9% | -50.6% | +52.5% | +3.4% |
| All | +32.4% | -76.8% | +109.2% | +33.1% |
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