+35.7%
DTE vs MNDY
-50.8%
+86.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.0% | -6.3% | -1.3% |
| 7D | -2.0% | -12.5% | +10.5% | -2.0% |
| 30D | -2.4% | -2.6% | +0.2% | -2.4% |
| 3M | -7.3% | +4.2% | -11.5% | -7.3% |
| 6M | -7.6% | +9.8% | -17.4% | -7.6% |
| YTD | +5.8% | -42.3% | +48.1% | +6.1% |
| 1Y | +2.3% | -54.5% | +56.9% | +2.8% |
| 3Y | +45.0% | -50.3% | +95.3% | +45.1% |
| 5Y | +33.2% | -77.1% | +110.3% | +29.9% |
| All | +35.7% | -50.8% | +86.5% | +39.5% |
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 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