+75.8%
DOCN vs MNDY
-49.2%
+125.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.3% | +8.8% | +5.3% |
| 7D | -19.2% | -8.0% | -11.1% | -16.3% |
| 30D | -43.1% | +5.3% | -48.3% | -45.3% |
| 3M | -40.7% | +0.4% | -41.1% | -43.9% |
| 6M | -55.0% | +18.9% | -73.9% | -62.6% |
| YTD | +50.6% | -40.4% | +91.0% | +70.0% |
| 1Y | +54.0% | -51.4% | +105.4% | +90.7% |
| 3Y | +203.9% | -32.3% | +236.2% | +174.3% |
| 5Y | -29.4% | -74.9% | +45.6% | -12.9% |
| All | +75.8% | -49.2% | +125.0% | +93.6% |
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 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