+51.9%
SWK vs MNDY
-50.1%
+102.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | -1.4% | -11.3% | +9.9% | -0.2% |
| 30D | +25.5% | -10.8% | +36.3% | +26.8% |
| 3M | +11.8% | -17.3% | +29.1% | +13.4% |
| 6M | +48.7% | +15.2% | +33.5% | +44.5% |
| YTD | +57.2% | -47.1% | +104.3% | +68.0% |
| 1Y | +75.3% | -51.4% | +126.7% | +89.6% |
| 3Y | +51.9% | -49.6% | +101.6% | +51.4% |
| All | +51.9% | -50.1% | +102.0% | +51.4% |
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