+34.2%
DOV vs MNDY
-49.8%
+84.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.0% | -1.1% | +0.7% |
| 7D | -2.0% | -4.6% | +2.7% | -1.6% |
| 30D | -8.9% | +1.0% | -9.9% | -9.2% |
| 3M | -13.3% | +9.1% | -22.4% | -14.4% |
| 6M | -9.7% | +14.2% | -23.9% | -11.8% |
| YTD | -2.5% | -41.1% | +38.7% | +1.2% |
| 1Y | +7.2% | -54.7% | +62.0% | +13.9% |
| 3Y | +39.4% | -50.6% | +90.0% | +43.8% |
| 5Y | +15.8% | -76.7% | +92.5% | +13.7% |
| All | +34.2% | -49.8% | +84.0% | +46.1% |
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