-68.1%
DOCU vs MNDY
-55.9%
-12.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +1.8% |
| 7D | -3.4% | -18.4% | +15.0% | +4.9% |
| 30D | +9.3% | -14.1% | +23.4% | +15.9% |
| 3M | +30.2% | -13.8% | +44.0% | +36.8% |
| 6M | +62.1% | +6.0% | +56.1% | +54.5% |
| YTD | +13.5% | -48.2% | +61.8% | +43.3% |
| 1Y | +11.5% | -54.0% | +65.5% | +47.5% |
| 3Y | +89.5% | -45.5% | +135.0% | +97.1% |
| 5Y | -69.6% | -78.2% | +8.6% | -63.2% |
| All | -68.1% | -55.9% | -12.2% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling