+38.2%
DOV vs MNDY
-51.7%
+89.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -8.1% | +9.1% | +1.7% |
| 7D | +2.5% | -13.3% | +15.8% | +3.7% |
| 30D | -7.5% | -10.2% | +2.6% | -6.9% |
| 3M | -9.7% | -0.1% | -9.6% | -10.1% |
| 6M | -6.1% | +6.3% | -12.4% | -7.7% |
| YTD | +0.5% | -43.3% | +43.8% | +4.6% |
| 1Y | +10.5% | -56.1% | +66.6% | +17.7% |
| 3Y | +41.7% | -51.1% | +92.8% | +46.3% |
| 5Y | +18.4% | -78.5% | +96.9% | +16.3% |
| All | +38.2% | -51.7% | +89.9% | +51.0% |
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 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