+51.6%
SWK vs MNDY
-50.7%
+102.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.5% | -2.2% |
| 7D | -2.0% | -17.9% | +16.0% | 0.0% |
| 30D | +24.6% | -9.0% | +33.6% | +25.7% |
| 3M | +10.8% | -10.4% | +21.2% | +11.4% |
| 6M | +46.1% | +7.0% | +39.1% | +43.1% |
| YTD | +56.8% | -47.8% | +104.6% | +67.8% |
| 1Y | +72.7% | -51.6% | +124.3% | +86.8% |
| All | +51.6% | -50.7% | +102.3% | +51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling