-50.3%
DOCS vs MNDY
-61.2%
+11.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.4% | +3.7% | -0.3% |
| 7D | -1.4% | -9.6% | +8.2% | +2.4% |
| 30D | +21.8% | -0.4% | +22.2% | +22.5% |
| 3M | +27.3% | +4.3% | +23.0% | +25.1% |
| 6M | -0.3% | +19.8% | -20.1% | -8.2% |
| YTD | -40.5% | -38.3% | -2.2% | -31.1% |
| 1Y | -61.5% | -50.1% | -11.5% | -52.6% |
| 3Y | +8.2% | -48.4% | +56.6% | +14.6% |
| 5Y | -73.4% | -76.0% | +2.6% | -70.7% |
| All | -50.3% | -61.2% | +11.0% | -49.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling