+45.7%
DVA vs MNDY
-76.8%
+122.6%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.0% | -1.8% | 0.0% |
| 7D | -1.3% | -4.6% | +3.3% | -1.2% |
| 30D | 0.0% | +1.0% | -1.0% | -0.1% |
| 3M | -10.9% | +9.1% | -20.1% | -11.3% |
| 6M | +17.3% | +14.2% | +3.1% | +16.2% |
| YTD | +59.8% | -41.1% | +101.0% | +63.0% |
| 1Y | +36.3% | -54.7% | +91.0% | +40.8% |
| 3Y | +88.6% | -50.6% | +139.2% | +89.8% |
| All | +45.7% | -76.8% | +122.6% | +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 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