+23.7%
SWK vs MNDY
-55.1%
+78.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -8.1% | +4.5% | -3.4% |
| 7D | -0.7% | -13.3% | +12.6% | -0.4% |
| 30D | -9.7% | -10.2% | +0.5% | -9.5% |
| 3M | +19.5% | -0.1% | +19.6% | +19.4% |
| 6M | +26.0% | +6.3% | +19.7% | +26.3% |
| YTD | +29.1% | -43.3% | +72.4% | +35.3% |
| 1Y | +23.7% | -56.1% | +79.8% | +32.7% |
| All | +23.7% | -55.1% | +78.8% | +32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling