-22.4%
DOC vs MNDY
-45.8%
+23.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | -0.1% |
| 7D | +6.2% | -1.0% | +7.2% | +6.3% |
| 30D | +6.5% | +11.3% | -4.9% | +5.8% |
| 3M | -6.2% | +2.6% | -8.8% | -6.6% |
| 6M | +25.6% | +23.6% | +2.0% | +23.4% |
| YTD | +32.1% | -36.4% | +68.5% | +34.4% |
| 1Y | +20.3% | -51.2% | +71.5% | +24.3% |
| 3Y | +42.7% | -28.9% | +71.6% | +41.4% |
| 5Y | -22.2% | -73.2% | +51.1% | -24.0% |
| All | -22.4% | -45.8% | +23.4% | -20.6% |
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