-48.1%
DOCS vs MNDY
-53.2%
+5.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.3% | +4.3% | +0.5% |
| 7D | -0.8% | -8.0% | +7.3% | +2.6% |
| 30D | +17.4% | +5.3% | +12.1% | +14.6% |
| 3M | +57.4% | +0.4% | +56.9% | +56.5% |
| 6M | +26.5% | +18.9% | +7.7% | +19.5% |
| YTD | -26.6% | -40.4% | +13.8% | -25.5% |
| 1Y | -48.1% | -51.4% | +3.4% | -47.1% |
| All | -48.1% | -53.2% | +5.2% | -47.1% |
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