+60.3%
DOCS vs MNDY
-44.7%
+105.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.1% | +10.2% | +3.9% |
| 7D | 0.0% | -16.1% | +16.1% | +5.4% |
| 30D | +7.8% | -10.2% | +17.9% | +10.9% |
| 3M | +20.0% | -14.2% | +34.1% | +24.8% |
| 6M | +26.5% | +10.9% | +15.6% | +22.4% |
| YTD | -25.8% | -45.8% | +20.1% | -15.5% |
| 1Y | -39.5% | -57.8% | +18.4% | -26.9% |
| 3Y | +60.3% | -41.0% | +101.4% | +66.6% |
| All | +60.3% | -44.7% | +105.0% | +66.6% |
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