-56.7%
DOCS vs MNDY
-79.2%
+22.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.8% | +1.8% |
| 7D | -4.2% | -19.8% | +15.6% | +4.3% |
| 30D | +8.6% | -8.4% | +17.0% | +11.8% |
| 3M | +27.2% | -11.2% | +38.5% | +31.8% |
| 6M | +26.5% | +0.9% | +25.6% | +23.9% |
| YTD | -25.0% | -47.4% | +22.4% | -7.9% |
| 1Y | -37.0% | -53.0% | +16.0% | -19.3% |
| 3Y | +39.4% | -44.6% | +84.0% | +38.7% |
| 5Y | -56.7% | -78.7% | +22.0% | -48.2% |
| All | -56.7% | -79.2% | +22.6% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling