+44.3%
DOC vs MNDY
-27.4%
+71.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.4% | -0.3% | +2.9% |
| 7D | +8.7% | -1.0% | +9.8% | +8.8% |
| 30D | +7.6% | +17.1% | -9.5% | +6.7% |
| 3M | -5.3% | +3.2% | -8.5% | -5.6% |
| 6M | +27.6% | +25.2% | +2.4% | +25.4% |
| YTD | +32.4% | -34.4% | +66.8% | +35.4% |
| 1Y | +22.9% | -49.8% | +72.6% | +27.9% |
| All | +44.3% | -27.4% | +71.7% | +39.5% |
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 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