+109.3%
DOCN vs MNDY
-55.0%
+164.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.2% | -5.4% | -4.7% |
| 7D | +19.1% | -11.3% | +30.4% | +24.6% |
| 30D | -21.0% | -10.8% | -10.2% | -18.5% |
| 3M | -34.7% | -17.3% | -17.5% | -32.7% |
| 6M | -45.8% | +15.2% | -61.0% | -54.5% |
| YTD | +79.4% | -47.1% | +126.5% | +111.8% |
| 1Y | +91.0% | -51.4% | +142.5% | +134.9% |
| 3Y | +237.5% | -49.6% | +287.1% | +252.2% |
| 5Y | -30.4% | -78.6% | +48.2% | -10.0% |
| All | +109.3% | -55.0% | +164.3% | +141.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling