-69.4%
DOCU vs MNDY
-78.9%
+9.5%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +0.2% |
| 7D | +4.1% | -11.3% | +15.4% | +9.7% |
| 30D | +7.4% | -10.8% | +18.2% | +12.5% |
| 3M | +26.0% | -17.3% | +43.3% | +35.3% |
| 6M | +79.2% | +15.2% | +64.0% | +64.0% |
| YTD | +18.1% | -47.1% | +65.2% | +50.9% |
| 1Y | +20.5% | -51.4% | +72.0% | +59.8% |
| 3Y | +96.4% | -49.6% | +146.0% | +108.2% |
| All | -69.4% | -78.9% | +9.5% | -53.0% |
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