-71.9%
DOCU vs MNDY
-47.4%
-24.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -6.4% | +10.1% | +6.4% |
| 7D | +6.9% | -9.6% | +16.5% | +11.3% |
| 30D | +19.0% | -0.4% | +19.4% | +18.8% |
| 3M | +34.3% | +4.3% | +30.0% | +31.1% |
| 6M | +48.0% | +19.8% | +28.2% | +34.8% |
| YTD | 0.0% | -38.3% | +38.3% | +18.5% |
| 1Y | -10.3% | -50.1% | +39.8% | +14.7% |
| 3Y | +32.4% | -48.4% | +80.8% | +43.3% |
| 5Y | -77.9% | -76.0% | -1.9% | -74.7% |
| All | -71.9% | -47.4% | -24.5% | -70.4% |
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