-38.3%
DOCS vs MNDY
-49.5%
+11.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.1% | +0.5% |
| 7D | -0.6% | -18.4% | +17.8% | +7.9% |
| 30D | +6.3% | -14.1% | +20.4% | +12.4% |
| 3M | +26.5% | -13.8% | +40.3% | +32.6% |
| 6M | +24.8% | +6.0% | +18.8% | +22.8% |
| YTD | -26.8% | -48.2% | +21.5% | -14.2% |
| 1Y | -38.3% | -54.0% | +15.8% | -25.3% |
| All | -38.3% | -49.5% | +11.3% | -25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling