-71.7%
DOCU vs MNDY
-75.6%
+3.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | +1.3% |
| 7D | -5.5% | -8.0% | +2.5% | -1.9% |
| 30D | +12.6% | +5.3% | +7.3% | +9.6% |
| 3M | +36.4% | +0.4% | +36.0% | +34.4% |
| 6M | +66.8% | +18.9% | +47.9% | +50.2% |
| YTD | +13.5% | -40.4% | +53.9% | +37.2% |
| 1Y | +11.3% | -51.4% | +62.7% | +46.5% |
| 3Y | +92.1% | -32.3% | +124.4% | +75.2% |
| All | -71.7% | -75.6% | +3.9% | -62.8% |
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 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