+94.9%
DOCU vs MNDY
-50.7%
+145.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | +1.6% | -17.9% | +19.5% | +8.5% |
| 30D | +10.8% | -9.0% | +19.9% | +14.1% |
| 3M | +38.0% | -10.4% | +48.3% | +42.0% |
| 6M | +77.4% | +7.0% | +70.4% | +72.1% |
| YTD | +17.2% | -47.8% | +65.0% | +38.2% |
| 1Y | +15.6% | -51.6% | +67.2% | +39.1% |
| All | +94.9% | -50.7% | +145.6% | +151.8% |
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