+80.0%
DRI vs MNDY
-50.8%
+130.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.0% | -5.9% | -1.3% |
| 7D | -4.8% | -12.5% | +7.7% | -3.9% |
| 30D | -5.2% | -2.6% | -2.6% | -5.2% |
| 3M | +2.7% | +4.2% | -1.5% | +1.9% |
| 6M | +3.6% | +9.8% | -6.1% | +1.8% |
| YTD | +15.4% | -42.3% | +57.7% | +19.4% |
| 1Y | +1.3% | -54.5% | +55.8% | +6.5% |
| 3Y | +53.1% | -50.3% | +103.4% | +54.5% |
| 5Y | +64.6% | -77.1% | +141.7% | +58.1% |
| All | +80.0% | -50.8% | +130.8% | +85.0% |
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 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