+14.8%
DOV vs MNDY
-77.7%
+92.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +5.0% | -7.1% | -2.6% |
| 7D | -1.9% | -12.5% | +10.6% | -0.8% |
| 30D | -9.9% | -2.6% | -7.2% | -9.9% |
| 3M | -12.1% | +4.2% | -16.4% | -13.0% |
| 6M | -10.4% | +9.8% | -20.2% | -12.5% |
| YTD | -3.3% | -42.3% | +39.0% | +1.1% |
| 1Y | +7.8% | -54.5% | +62.3% | +15.4% |
| 3Y | +36.3% | -50.3% | +86.6% | +40.6% |
| 5Y | +14.8% | -77.1% | +91.9% | +14.4% |
| All | +14.8% | -77.7% | +92.5% | +14.4% |
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 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