-38.7%
DOCS vs MNDY
-62.6%
+23.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | +0.4% |
| 7D | -0.8% | -8.0% | +7.3% | +2.5% |
| 30D | +17.4% | +5.3% | +12.1% | +14.8% |
| 3M | +57.4% | +0.4% | +56.9% | +56.6% |
| 6M | +26.5% | +18.9% | +7.7% | +16.8% |
| YTD | -26.6% | -40.4% | +13.8% | -14.5% |
| 1Y | -48.1% | -51.4% | +3.4% | -35.2% |
| 3Y | +52.6% | -32.3% | +84.9% | +42.8% |
| 5Y | -52.1% | -74.9% | +22.8% | -47.0% |
| All | -38.7% | -62.6% | +23.9% | -36.9% |
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