+8.9%
DOCS vs MNDY
-48.4%
+57.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.4% | +3.7% | -0.8% |
| 7D | -1.4% | -9.6% | +8.2% | +1.6% |
| 30D | +21.8% | -0.4% | +22.2% | +22.3% |
| 3M | +27.3% | +4.3% | +23.0% | +25.7% |
| 6M | -0.3% | +19.8% | -20.1% | -6.0% |
| YTD | -40.5% | -38.3% | -2.2% | -34.3% |
| 1Y | -61.5% | -50.1% | -11.5% | -55.6% |
| All | +8.9% | -48.4% | +57.4% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling