-38.8%
DOCS vs MNDY
-67.5%
+28.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | +0.3% |
| 7D | -0.6% | -18.4% | +17.8% | +7.2% |
| 30D | +6.3% | -14.1% | +20.4% | +12.0% |
| 3M | +26.5% | -13.8% | +40.3% | +32.3% |
| 6M | +24.8% | +6.0% | +18.8% | +20.1% |
| YTD | -26.8% | -48.2% | +21.5% | -10.3% |
| 1Y | -38.3% | -54.0% | +15.8% | -21.1% |
| 3Y | +36.0% | -45.5% | +81.5% | +38.6% |
| 5Y | -55.0% | -78.2% | +23.2% | -47.7% |
| All | -38.8% | -67.5% | +28.7% | -33.8% |
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