+22.3%
DOC vs MNDY
-48.4%
+70.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.4% | +4.6% | -1.4% |
| 7D | -1.5% | -9.6% | +8.1% | -0.9% |
| 30D | -4.8% | -0.4% | -4.3% | -4.8% |
| 3M | +6.9% | +4.3% | +2.6% | +6.4% |
| 6M | +20.7% | +19.8% | +1.0% | +18.8% |
| YTD | +34.1% | -38.3% | +72.4% | +37.9% |
| 1Y | +22.6% | -50.1% | +72.7% | +27.7% |
| All | +22.3% | -48.4% | +70.7% | +18.2% |
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