+24.8%
SWK vs MNDY
-55.1%
+79.9%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -8.1% | +5.3% | -2.6% |
| 7D | +0.1% | -13.3% | +13.4% | +0.4% |
| 30D | -8.9% | -10.2% | +1.2% | -8.7% |
| 3M | +20.5% | -0.1% | +20.6% | +20.5% |
| 6M | +27.1% | +6.3% | +20.8% | +27.4% |
| YTD | +30.2% | -43.3% | +73.5% | +36.5% |
| 1Y | +24.8% | -56.1% | +80.9% | +33.8% |
| All | +24.8% | -55.1% | +79.9% | +33.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling