+100.0%
DRI vs MNDY
-55.0%
+155.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.9% | +0.3% |
| 7D | +1.1% | -11.3% | +12.3% | +2.0% |
| 30D | +9.7% | -10.8% | +20.5% | +10.5% |
| 3M | +3.2% | -17.3% | +20.5% | +4.3% |
| 6M | +20.6% | +15.2% | +5.4% | +18.0% |
| YTD | +28.3% | -47.1% | +75.4% | +33.3% |
| 1Y | +34.5% | -51.4% | +86.0% | +40.8% |
| 3Y | +66.5% | -49.6% | +116.2% | +67.6% |
| 5Y | +79.6% | -78.6% | +158.2% | +72.5% |
| All | +100.0% | -55.0% | +155.0% | +106.5% |
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