-32.9%
DOCS vs MNDY
-50.8%
+17.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.1% |
| 7D | +2.6% | -11.3% | +13.8% | +7.4% |
| 30D | +11.4% | -10.8% | +22.3% | +16.1% |
| 3M | +25.4% | -17.3% | +42.7% | +33.7% |
| 6M | +42.5% | +15.2% | +27.3% | +36.6% |
| YTD | -24.7% | -47.1% | +22.4% | -12.6% |
| 1Y | -32.9% | -51.4% | +18.5% | -20.8% |
| All | -32.9% | -50.8% | +17.8% | -20.8% |
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 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