-22.2%
DOC vs MNDY
-44.1%
+21.9%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.6% |
| 3M | -5.3% | +3.2% | -8.5% | -5.7% |
| 6M | +27.6% | +25.2% | +2.4% | +25.2% |
| YTD | +32.4% | -34.4% | +66.8% | +34.5% |
| 1Y | +22.9% | -49.8% | +72.6% | +26.8% |
| 3Y | +43.1% | -26.6% | +69.7% | +41.6% |
| 5Y | -21.4% | -72.9% | +51.5% | -23.4% |
| All | -22.2% | -44.1% | +21.9% | -20.5% |
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